Im Global Partner Us, LLC (Conshohocken)
Im Global Partner Us, LLC is an investment adviser to an investment company based in Conshohocken. It manages $2.2 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.
Im Global Partner Us provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Im Global Partner Us: assets under management
The assets under management (AUM) of Im Global Partner Us, LLC is $2.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Im Global Partner Us, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Philippe Couvrecelle serves?
The only and largest group of clients of Philippe Couvrecelle is investment companies with 1 clients and $2.2 million of assets under management. Among the 7 most similar advisory firms, Im Global Partner Us has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $2.2 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Im Global Partner Us doesn't advise any private funds.
Careers at Im Global Partner Us, LLC
The company employs 8 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Philippe Couvrecelle has been acting as President since 1 Mar 2018. Jean Maunoury has served as the Chief Investment Officer since 1 Mar 2018. Justin Carter Dausch joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 7 indirect owners.Based in Conshohocken
The principal office where Im Global Partner Us, LLC performs its advisory services is located at 300 Barr Harbor Drive, Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-572-7094. The normal business hours are 8-6 on Monday - Friday. You can find more information about the New York firm at imglobalpartner.com and its LinkedIn profile.
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