Irving Place Capital Management, L.P. (New York)

Name: Irving Place Capital Management, L.P.
Address: 745 Fifth Avenue, New York, NY, 10151
Telephone: 212-551-4500

Irving Place Capital Management, L.P. is a large advisory firm based in New York. It manages $1.75 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Irving Place Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Irving Place Capital Management: assets under management

The assets under management (AUM) of Irving Place Capital Management, L.P. is $1.75 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.75 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $194.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Irving Place Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Irving Place Capital Management serves?

The only and largest group of clients of Irving Place Capital Management is pooled investment vehicles with 9 clients and $1.75 billion of assets under management. Among the 12 most similar advisory firms, Irving Place Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.75 billion for 9 clients. 29% of the firm’s clients are foreign persons or businesses.

Irving Place Capital Management also advises several private funds. Namely, nine private equity funds.

Careers at Irving Place Capital Management, L.P.

The company employs 20 people that are either part- or full-time employees. 80 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John David Howard	Owner, ipc manager ii, llc	1 Jul 2000	25% - 50%	4391837
Richard Lawrence Perkal	Owner, ipc manager ii, llc	1 Jul 2000	Other	4492168
Douglas Robert Korn	Owner, ipc manager ii, llc	1 Jul 2000	Other	1946662
Bodil Maria Arlander	Owner, ipc manager ii, llc	1 Jul 2000	Other	2223970
Gwyneth Mitchell Ketterer	Owner, ipc manager ii, llc	1 Dec 2000	Other	1552267
David Edward King	Owner, ipc manager ii, llc	1 Aug 2001	Other	4397805
John David Howard	Owner, ipc manager iii, l.p.	1 Oct 2006	Other	4391837
Douglas Robert Korn	Owner, ipc manager iii, l.p.	1 Oct 2006	Other	1946662
Philip Moore Carpenter	Owner, ipc manager iii, l.p.	1 Oct 2006	Other	2361838
Richard Lawrence Perkal	Owner, ipc manager iii, l.p.	1 Oct 2006	Other	4492168
David Edward King	Owner, ipc manager iii, l.p.	1 Oct 2006	Other	4397805
Bodil Maria Arlander	Owner, ipc manager iii, l.p.	1 Oct 2006	Other	2223970
Llc The Bear Stearns Companies	Owner, ipc manager iii, l.p.	1 Mar 2008	50% - 75%	13-3286161
John David Howard	Ceo, irving place capital management, l.p.	1 Oct 2008	75% - 100%	4391837
Philip Moore Carpenter	Partner, irving place capital management, l.p.	1 Oct 2008	Other	2361838
Richard Lawrence Perkal	Partner, irving place capital management, l.p.	1 Oct 2008	Other	4492168
Douglas Robert Korn	Partner, irving place capital management, l.p.	1 Oct 2008	Other	1946662
David William Knoch	Partner, irving place capital management, l.p.	1 Oct 2008	Other	2161234
Jdh Management Llc	Managing member, ipc manager ii, llc	1 Oct 2008	Other	13-4151667
Robert Juneja	Senior managing director, irving place capital management, l.p.	1 Oct 2008	Other	2281254
Eve Gerriets Mongiardo	Cco, coo, partner, irving place capital management, l.p.	1 Jan 2010	Other	2641756
Michael C Feiner	Senior managing director, irving place capital management, l.p.	1 Jan 2012	Other	6027986
Hayon Ellan Ben	Cfo, irving place capital management, l.p.	1 Jan 2012	Other	2435886
Eve G Mongiardo	Cco, coo, partner, irving place capital management, l.p.	1 Feb 2012	Other	2641756
David S Grochow	Chief financial officer, irving place capital management, l.p.	1 Aug 2014	Other	3226140
David Scott Grochow	Chief financial officer, irving place capital management, l.p.	1 Aug 2014	Other	3226140
John David Howard	Co-managing partner, irving place capital management, l.p.	1 Jul 2015	50% - 75%	4391837
Philip Moore Carpenter	Co-managing partner, irving place capital management, l.p.	1 Jul 2015	50% - 75%	2361838
Llc Ipcm Gp	General partner, irving place capital management, l.p.	1 Jul 2015	Other	47-3947048
Robert (Nmn) Juneja	Owner, ipc manager iii, l.p.	1 Jul 2015	Other	2281254
L.P. Ipc Manager Iii Spv	Owner, ipc group iii, l.p.	1 Jul 2015	75% - 100%	98-1266684
David Edward King	Owner, ipc group iii, l.p.	1 Jul 2015	Other	4397805
Douglas Robert Korn	Owner, ipc manager iii spv, l.p.	1 Jul 2015	Other	1946662
Richard Lawrence Perkal	Owner, ipc manager iii spv, l.p.	1 Jul 2015	Other	4492168
Robert Juneja	Owner, ipc manager iii spv, l.p.	1 Jul 2015	Other	2281254
Radial Capital Lllp	Owner, ipc manager iii spv, l.p.	1 Aug 2015	Other	57-6396377
Llc Ipcm Gp	Managing member, ipc manager ii, llc	1 Feb 2016	Other	47-3947048
Robert Juneja	Owner, ipc manager iii, l.p.	1 Mar 2016	Other	2281254

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John David Howard	Owner, managing member	1 Aug 2000	75% - 100%	4391837
Jpmorgan Chase & Co.	Owner	1 May 2008	75% - 100%	13-2624428
Philip Moore Carpenter	Owner / member	1 May 2015	75% - 100%	2361838
Radial Management Llc	Owner / member	1 Jul 2015	50% - 75%	47-3940947
Jdh Management Llc	Owner / member	1 Jul 2015	50% - 75%	13-4151667
Philip Moore Carpenter	Trustee	1 Aug 2015	75% - 100%	2361838
Jp Morgan Trust Company Of Delaware	Trustee	1 Aug 2015	Other	51-0354501
Lisa Ann Fish	Trustee	1 Aug 2015	Other	6623341
Lisa Fish	Trustee	1 Aug 2015	Other	6623341

Based in New York

The principal office where Irving Place Capital Management, L.P. performs its advisory services is located at 745 Fifth Avenue, New York, NY 10151, 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 212-551-4500 or by fax 212-551-4628. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at irvingplacecapital.com and its LinkedIn profile.