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


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.

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