Private fund adviser · Boston, MA
Impresa Management LLC
SEC-registered investment adviser · CRD 168741 · SEC 801-79266
At a glance
Impresa Management LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $13.0 billion in regulatory assets under management as of its Form ADV filed October 1, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 514th of 4,686 private fund advisers and 1,145th of 17,210 SEC-registered advisers by assets.
Main office 617-392-0785LinkedInAs filed on Form ADV
- Regulatory AUM
- $13B
- Rank among private fund advisers
- #514 of 4,686
- Rank among all SEC RIAs
- #1,145 of 17,210
- Rank in Massachusetts
- #81 of 627
- Clients
- 43
- Accounts
- 40
- Discretionary
- 100% of AUM
- Employees
- 74
- Advisory staff
- 73
- Offices
- 5
Owners and executives on its Form ADV
- Edward C. Johnson IVDirector, Sole Trustee of SHM E1 Trust, Sole Trustee of SHM E2 Trust
- John J. RemondiSole Trustee of SHM B2 Trust
- Abigail P. JohnsonDirector, Sole Trustee of SHM A1 Trust, Sole Trustee of SHM A2 Trust
- Elizabeth L. JohnsonSole Trustee of SHM B1 Trust
- Matthew J. WickTreasurer, Vice President
- David S. GuyChief Compliance Officer
- Matthew D. BordenChief Financial Officer
- Timothy M. CohenPresident, Director
- Michael E. WilensDirector
Custody and brokerage
Custodian
Impresa Management LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Impresa Management LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Digital Brokerage Services LLC, Fidelity Brokerage Services LLC, Fidelity Clearing Canada ULC, Fidelity Distributors Company LLC, Fidelity Prime Financing, LLC, Green Pier Fintech LLC, Level Markets, LLC and National Financial Services LLC.
- Digital Brokerage Services LLC ↗CRD 308213
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity), which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Fidelity Brokerage Services LLC ↗CRD 7784
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity), which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Fidelity Clearing Canada ULC
- Fidelity Distributors Company LLC ↗CRD 17507
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
- Fidelity Prime Financing, LLC ↗CRD 299736
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Green Pier Fintech LLC ↗CRD 313305
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Level Markets, LLC ↗CRD 171752
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- National Financial Services LLC ↗CRD 13041
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 40 | $13B | 100% |
| Corporations or other businesses | 3 | $0M | 0% |
Private funds
Impresa Management LLC reports 40 private funds with $16B in gross assets: private equity funds, venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Impresa Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Impresa Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 884 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Impresa Management LLC manage?
Impresa Management LLC reports $13.0 billion in regulatory assets under management across 40 accounts, 100% of it on a discretionary basis, on its Form ADV filed October 1, 2026.
What kind of firm is Impresa Management LLC?
Impresa Management LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons.
Who are Impresa Management LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($13.0 billion, 40 clients); corporations or other businesses ($0, 3 clients).
Does Impresa Management LLC manage private funds?
Yes. It reports 40 private funds with $16.4 billion in gross assets, including private equity funds, venture capital funds.
Does Impresa Management LLC have any disciplinary history?
Impresa Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Impresa Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →