IM GLOBAL PARTNER FUND MANAGEMENT LLC
Adviser information for IM GLOBAL PARTNER FUND MANAGEMENT LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 28 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 13 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 12 | $2.2B |
| Non-Discretionary | 3 | $708.7M |
| Total | 15 | $2.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 12 | $2.2B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 3 | $708.7M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersMODEL PORTFOLIOS TO BANKING INSTITUTIONS AND OTHER TURN-KEY ASSET MANAGEMENT PLATFORMS |
|---|---|
| Compensation | % of AUMSubscription fees |
| Other Business Activities | Commodity pool operator or commodity trading advisorSTRATEGIES TO TURNKEY ASSET MANAGEMENT PLATFORMS |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 16.9M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| UMA MARKETPLACE PROGRAM | ENVESTNET PMC |
Principal Office
2301 ROSECRANS AVENUESUITE 2150
EL SEGUNDO
CA
United States
Monday - Friday, 8:00 AM TO 6:00 PM
Tel: 323-238-4518, Fax: None
Chief Compliance Officer
JOSEPH KELLY
MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
2301 ROSECRANS AVE
SUITE 2150
EL SEGUNDO
CA
United States
Tel:
3233722266
J******@*******M
(Full email address available in API data)
Regulatory Contact
JEFF SEELEY
DEPUTY CEO
2301 ROSECRANS AVE
SUITE 2140
EL SEGUNDO
CA
United States
Tel:
323 238 4518
J*******@*******M
(Full email address available in API data)
Industry Affiliates
| ASSET PRESERVATION ADVISORS, LLC | Other investment adviser, including financial planners |
| BERKSHIRE ASSET MANAGEMENT, LLC | Other investment adviser, including financial planners |
| DOLAN MCENIRY CAPITAL MANAGEMENT LLC | Other investment adviser, including financial planners |
| DYNAMIC BETA INVESTMENTS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| IM GLOBAL PARTNER SAS | Other investment adviser, including financial planners |
| IM GLOBAL US DISTRIBUTORS LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| LITMAN GREGORY WEALTH MANAGEMENT, LLC | Other investment adviser, including financial planners |
| RICHARD BERNSTEIN ADVISORS LLC | Other investment adviser, including financial planners |
| SCHARF INVESTMENTS, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COUGHLAN, JOHN, MORRIS | Individual | – | DIRECTOR, CHIEF OPERATING OFFICER | 12/1996 | < 5% |
| IM SQUARE PARTNERS HOLDING | Foreign Entity | IM GLOBAL PARTNER SAS | HOLDING COMPANY | 04/2021 | > 75% |
| IM SQUARE SAS | Foreign Entity | IM SQUARE PARTNERS HOLDING | PARENT ENTITY | 12/2020 | > 75% |
| LEGENDRE HOLDING 36 | Foreign Entity | IM SQUARE SAS | HOLDING COMPANY | 06/2015 | 50-75% |
| EURAZEO SE | Foreign Entity | LEGENDRE HOLDING 36 | PARENT | 06/2014 | > 75% |
| SEELEY, JEFFREY, KENT | Individual | – | CEO IM GLOBAL PARTNER FUND MANAGEMENT | 04/2018 | < 5% |
| KELLY, JOSEPH, PETER | Individual | – | MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |
| JC DECAUX HOLDINGS | Foreign Entity | EURAZEO SE | SHAREHOLDER | 01/2022 | 25-50% |
| IM GLOBAL PARTNER SAS | Foreign Entity | – | OWNER, MANAGER | 01/2023 | > 75% |