{"url":"https://nivawealth.com/firms/impresa-management-168741","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168741","regulatoryAum":13041700000,"crd":"168741","secFileNumber":"801-79266","legalName":"Impresa Management LLC","displayName":"Impresa Management","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"255 State Street","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02109"},"tradeNames":["F-Prime Inc. Dba F-Prime Capital Partners"],"registration":{"secApproved":"28 February 2014","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":74,"advisory":73,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13041700000,"discretionaryAccounts":40,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Pooled investment vehicles","clients":40,"regulatoryAum":13041700000},{"label":"Corporations and other businesses","clients":3,"regulatoryAum":0}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Impresa Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Timothy Cohen","title":"President, Director","crd":"6236031"},{"name":"Matthew Wick","title":"Treasurer, Vice President","crd":"4311694"},{"name":"Matthew Borden","title":"Chief Financial Officer","crd":"5992216"},{"name":"David Guy","title":"Chief Compliance Officer","crd":"7090948"},{"name":"Abigail Johnson","title":"Director, Sole Trustee of SHM A1 Trust, Sole Trustee of SHM A2 Trust","crd":"4340399"},{"name":"Edward Johnson IV","title":"Director, Sole Trustee of SHM E1 Trust, Sole Trustee of SHM E2 Trust","crd":"5305256"},{"name":"Michael Wilens","title":"Director","crd":"5653418"},{"name":"John Remondi","title":"Sole Trustee of SHM B2 Trust","crd":"4348172"},{"name":"Elizabeth Johnson","title":"Sole Trustee of SHM B1 Trust","crd":"5499028"}],"ownership":[{"label":"Edward Johnson IV","detail":"Director, sole trustee of shm e1 trust, sole trustee of shm e2 trust in the 25% to 50% ownership band and a control person, since July 2013."},{"label":"John Remondi","detail":"Sole trustee of shm b2 trust in the 10% to 25% ownership band and a control person, since July 2013."},{"label":"Abigail Johnson","detail":"Director, sole trustee of shm a1 trust, sole trustee of shm a2 trust in the 25% to 50% ownership band and a control person, since July 2013."},{"label":"Elizabeth Johnson","detail":"Sole trustee of shm b1 trust in the 10% to 25% ownership band, since July 2013."},{"label":"SHM A1 Trust","detail":"Member in the 10% to 25% ownership band, since April 2021."},{"label":"SHM A2 Trust","detail":"Member in the 10% to 25% ownership band, since April 2021."},{"label":"SHM B1 Trust","detail":"Member in the 10% to 25% ownership band, since April 2021."},{"label":"SHM B2 Trust","detail":"Member in the 10% to 25% ownership band, since April 2021."},{"label":"SHM E1 Trust","detail":"Member in the 10% to 25% ownership band, since April 2021."},{"label":"SHM E2 Trust","detail":"Member in the 10% to 25% ownership band, since April 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"140 New Montgomery ST.","city":"San Francisco"}]},{"state":"Massachusetts","offices":3,"addresses":[{"street":"255 State Street","city":"Boston","headquarters":true},{"street":"1 Main Street","city":"Cambridge"},{"street":"245 Summer ST.","city":"Boston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-392-0785","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":40},"sources":{"adv1FilingDate":"1 October 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168741/PDF/168741.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Impresa Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Impresa Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Impresa Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Impresa Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Impresa Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}