Impactive Capital LP

0 registered advisors · 1 reported ETFs · $31M reported ETF value · $1.8B regulatory AUM

Impactive Capital LP is an investment adviser that files Form ADV with the SEC in New York, NY, with 0 registered advisors, reporting $1.8B in regulatory assets under management. Its 13F filings report 1 ETF positions worth $31M.

Last updated 2026-03-26 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

Regulatory AUM$1.8BModerateTop 23%
Average AUM per client$367.3MHighTop 9.9%
High-net-worth share of clients0.0%LowTop 100.0%

Noteworthy reported investments

This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.

Firm-reported positions leading each research ranking
Ranking	Fund	Reported value	Percentile	Key figures
Similar Fund Ranking	IWM — iShares Russell 2000 Index Fund	$31M	Top 68.3%	Peer conviction 42.4% · Active return +0.18%
Addressable Market	IWM — iShares Russell 2000 Index Fund	$31M	Top 67.8%	Addressable AUM $182.4B · Peer conviction 42.4%
Residual Alpha	IWM — iShares Russell 2000 Index Fund	$31M	Top 92.3%	Residual alpha +0.12% · Residual Sharpe 0.00
Diversification Benefits	IWM — iShares Russell 2000 Index Fund	$31M	Top 9.1%	Replicability (R²) 99.3% · Residual Sharpe 0.00

Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-03-26. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type: Registered
SEC registration status: APPROVED
Registered since: 2018-12-17
SEC file number: 801-114446
Form version: 10/2021
Latest Form ADV filing: 2026-03-26
Address: 450 West 14 Street, 12th Floor, New York, NY 10014, United States
Phone: (212) 218-8810
Website: http://www.impactivecapital.com

Size

People and clients

Items 5.A through 5.D.

Employees: 11
Registered advisors: 0
Offices: 0
Clients: 5
High-net-worth share of clients: 0.0%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM: $1,836,295,483
Discretionary AUM: $1,836,295,483
Non-discretionary AUM: $0
Total accounts: 5
Average AUM per client: $367,259,097

Clients

Who the firm serves

Item 5.D, by reported assets.

Pooled investment vehicles5 clients
$1.8B

Practice

How the firm operates

Items 4 through 9.

Services: Portfolio Management: Pooled Investment Vehicles
Fee types: Compensation: Percentage of Assets Under Management; Compensation: Performance-Based Fees
Other business activities: Active Business: Commodity Pool Operator or Trading Advisor
Affiliations: Related Person Is: Commodity Pool Operator or CTA; Related Person Is: Sponsor or GP of Pooled Investment Vehicl; Adviser to Any Private Fund
Custody: Adviser Has Custody of Client Cash; Adviser Has Custody of Client Securities; Adviser Custody Amount ($); Adviser Custody Clients (Count); Related Person Has Custody of Client Cash; Related Person Has Custody of Client Securities; Related Person Custody Amount ($); Related Person Custody Clients (Count)

Source: SEC Form ADV filed by CRD 299445. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
Fund	Reported value	Share of reported ETF value	Fund research
IWM — iShares Russell 2000 Index Fund	$31M	100.0%	Research alternatives to IWM · IWM institutional holders

Registered advisors

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30