IM GLOBAL PARTNER FUND MANAGEMENT LLC
Latest filing: May 05, 2025 (126 days ago)
AUM
$3,340,142,863
16% change vs. 1 year ago
-23% change vs. 3 years ago
63% change vs. 5 years ago
4% change vs. 10 years ago
Employee Count
26
-7% change vs. 1 year ago
-13% change vs. 3 years ago
4% change vs. 5 years ago
4% change vs. 10 years ago
Main Office
EL SEGUNDO, CA
2301 ROSECRANS AVENUE, EL SEGUNDO, CA, UNITED STATES, 90245
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.7 |
| Non-Discretionary | $0.7 |
| Total | $3.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.7 |
| Institutional | $0.7 |
| Total | $3.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.7 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.7 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 30% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 70% | $0.5 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| DOLAN MCENIRY CAPITAL MANAGEMENT LLC | $12.6 | 108658 | |
| ASSET PRESERVATION ADVISORS, LLC | $10.7 | 106741 | |
| RICHARD BERNSTEIN ADVISORS LLC | $5.0 | 153577 | |
| SCHARF INVESTMENTS, LLC | $4.2 | 105508 | |
| DYNAMIC BETA INVESTMENTS LLC | $3.3 | 164972 | |
| LITMAN GREGORY WEALTH MANAGEMENT, LLC | $2.7 | 107611 | |
| BERKSHIRE ASSET MANAGEMENT, LLC | $2.5 | 145463 | |
| IM GLOBAL PARTNER SAS | $0.0 | - | |
| IM GLOBAL US DISTRIBUTORS LLC | $0.0 | broker-dealer | 299892 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JUSTIN EPSTEIN | EL SEGUNDO | CA | S66|2009-05-21 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $3.3 | $0.0 | 0% | 26 | 0 | 0% |
| 2025-04-21 | $3.3 | $0.0 | 0% | 26 | 0 | 0% |
| 2024-04-02 | $2.9 | $0.5 | 16% | 28 | -2 | -7% |
| 2023-04-04 | $3.3 | $0.0 | 0% | 30 | -4 | -13% |
| 2022-04-01 | $4.4 | -$1.0 | -23% | 30 | -4 | -13% |
| 2021-04-05 | $2.3 | $1.0 | 46% | 25 | 1 | 4% |
| 2020-04-01 | $2.0 | $1.3 | 63% | 25 | 1 | 4% |
| 2019-04-01 | $2.7 | $0.7 | 24% | 25 | 1 | 4% |
| 2018-04-02 | $3.1 | $0.3 | 8% | 25 | 1 | 4% |
| 2017-04-01 | $2.8 | $0.6 | 21% | 25 | 1 | 4% |
| 2016-04-01 | $2.8 | $0.5 | 18% | 25 | 1 | 4% |
| 2015-04-01 | $3.2 | $0.1 | 4% | 25 | 1 | 4% |
| 2014-04-01 | $2.9 | $0.4 | 14% | 22 | 4 | 18% |
| 2013-04-01 | $2.5 | $0.8 | 32% | 56 | -30 | -54% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-03/28/2003 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV