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Impresa Management

SEC-registered adviser since 2014Boston, MACRD 168741

43
Clients
73
Advisory staff

From Form ADV filed 1 October 2026 · data retrieved 15 October 2026SEC record

Impresa Management is an investment adviser headquartered in Boston, Massachusetts, and registered with the SEC since 2014. Its clients include pooled investment vehicles and corporations and other businesses.

Its services include portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. Edward Johnson IV owns 25% to 50% of Impresa Management.

Clients

Impresa Management serves 43 clients, 40 of them pooled investment vehicles. The average client has about $303 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles40 clients100%
Show client breakdown
Pooled investment vehicles
Clients
40
Regulatory AUM
$13,041,700,000
Share
100.0%
Avg. per client
$326.0M
Corporations and other businesses
Clients
3
Regulatory AUM
$0
Share
0.0%
Avg. per client
$0

Total

Clients
43
Regulatory AUM
$13,041,700,000
Share
100%
Avg. per client
$303.3M

What it does

Impresa Management provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, performance-based fees and other arrangements.

Impresa Management advises 40 private funds.

100.0% of assets ($13.04B across 40 accounts) are managed with discretion. 0% of clients are outside the U.S., and 3 clients received advice without assets under management last fiscal year.

Custodians

Impresa Management has custody of client assets.

Managed account assets by custodian
  • All other custodians$13.04B100%

Ownership and leadership

Edward Johnson IV owns 25% to 50% of Impresa Management.

Who owns the firm
Impresa Management LLC· the adviser
  • Edward Johnson IV

    Control person · since July 2013

    Owns 25% to 50% of Impresa Management LLC
  • Abigail Johnson

    Control person · since July 2013

    Owns 25% to 50% of Impresa Management LLC
  • John Remondi

    Control person · since July 2013

    Owns 10% to 25% of Impresa Management LLC
  • Elizabeth Johnson

    since July 2013

    Owns 10% to 25% of Impresa Management LLC
  • SHM A1 Trust

    since April 2021

    Owns 10% to 25% of Impresa Management LLC
  • SHM A2 Trust

    since April 2021

    Owns 10% to 25% of Impresa Management LLC
  • SHM B1 Trust

    since April 2021

    Owns 10% to 25% of Impresa Management LLC
  • SHM B2 Trust

    since April 2021

    Owns 10% to 25% of Impresa Management LLC
  • SHM E1 Trust

    since April 2021

    Owns 10% to 25% of Impresa Management LLC
  • SHM E2 Trust

    since April 2021

    Owns 10% to 25% of Impresa Management LLC

Leadership

  • Timothy Cohen
    President, Director
  • Matthew Wick
    Treasurer, Vice President
  • Matthew Borden
    Chief Financial Officer
  • David Guy
    Chief Compliance Officer
  • Abigail Johnson
    Director, Sole Trustee of SHM A1 Trust, Sole Trustee of SHM A2 Trust
  • Edward Johnson IV
    Director, Sole Trustee of SHM E1 Trust, Sole Trustee of SHM E2 Trust
  • Michael Wilens
    Director
  • John Remondi
    Sole Trustee of SHM B2 Trust
  • Elizabeth Johnson
    Sole Trustee of SHM B1 Trust

Staff

  • 74 employees
  • 73 in advisory functions
  • 1 broker-dealer rep

Fees

Impresa Management is paid through a percentage of assets under management, performance-based fees and other.

Impresa Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Impresa Management has 4 offices, with 4 listed addresses across 2 states.

Listed office addresses by state

Massachusetts · 3 listed addresses

  • 255 State Street, BostonHQ
  • 1 Main Street, Cambridge
  • 245 Summer ST., Boston

Other business names

Impresa Management has reported 1 other business name to the SEC.

  • F-Prime Inc. Dba F-Prime Capital Partners

Registration details

Legal name
Impresa Management LLC
Headquarters
255 State Street, Boston, MA 02109
Website
Not reported
SEC file
801-79266
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Impresa Management have?

Impresa Management has 43 clients and manages $13 billion for them, as of October 2026. They include 40 pooled investment vehicles and 3 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026

What services does Impresa Management offer?

Impresa Management provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Impresa Management have?

Impresa Management has 0 investment adviser representatives registered with state securities authorities, out of 74 employees, and 73 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Impresa Management?

Impresa Management’s direct owners are Edward Johnson IV, John Remondi, Abigail Johnson, Elizabeth Johnson, SHM A1 Trust, SHM A2 Trust, SHM B1 Trust, SHM B2 Trust, SHM E1 Trust and SHM E2 Trust, each holding 50% or less.

Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026

How does Impresa Management get paid?

Impresa Management is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 1 October 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 168741.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Impresa Management LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.