INCLUSIVE CAPITAL PARTNERS, L.P.

1170-A Gorgas Avenue
San Francisco, California 94129
Tel: 708-302-0775

About INCLUSIVE CAPITAL PARTNERS, L.P.

INCLUSIVE CAPITAL PARTNERS, LP, formally registered with the SEC as INCLUSIVE CAPITAL PARTNERS, LP. The firm was established in 06/25/2020. They have over 1 offices throughout the country.

INCLUSIVE CAPITAL PARTNERS, L.P. is a San Francisco, California based Financial Planning firm with nearly $1,728,092,053 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309419
SEC#	801-118967
Assets Managed by Firm	$1,728,092,053
No. of Clients	10
No. of Advisors	22

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$1,728,092,053

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