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IMPRESA MANAGEMENT LLC

CRD 168741File 801-79266
APPROVED
Custody
Filing as of Jun 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.04B
Top 10% of cohort (national)
Discretionary AUM
$13.04B
Clients
43
40 accounts
Employees
74
Top 25% of cohort in MA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Feb 28, 2014
Principal office
255 STATE STREET, BOSTON, MA, 02109
Phone
617-392-0785

Assets & accounts

ADV Item 5F
Total regulatory AUM
$13.04B
Discretionary AUM
$13.04B
Non-discretionary AUM
$0
Discretionary accounts
40
Non-discretionary accounts
0
Total accounts
40
AUM per client
$303.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other3$0
Pooled investment vehicles40$13.04B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — COST REIMBURSEMENT FORMULA, PROFIT SHARE; SEE SCHEDULE D
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees6874increased by6
Apr 1, 2026Clients4243increased by1
Apr 1, 2026AUM$10,975,600,000$13,041,700,000increased by$2,066,100,000
Apr 1, 2026Accounts3840increased by2
May 1, 2025
vs Oct 1, 2022
Employees6268increased by6
May 1, 2025
vs Oct 1, 2022
Clients3742increased by5
May 1, 2025
vs Oct 1, 2022
AUM$11,567,034,000$10,975,600,000decreased by$591,434,000
May 1, 2025
vs Oct 1, 2022
Accounts3738increased by1
Apr 1, 2022Employees6062increased by2
Apr 1, 2022Clients3037increased by7
Apr 1, 2022AUM$8,749,183,000$11,567,034,000increased by$2,817,851,000
Apr 1, 2022Accounts3037increased by7
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “IMPRESA MANAGEMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IMPRESA MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.