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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

IM GLOBAL PARTNER FUND MANAGEMENT LLC

CRD 110005

EL SEGUNDO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f3f6555-b43d-cff6-7872-a310a0567a5d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 7
On other graphs: 0
Observed: Mar 12, 2012 to Mar 30, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.85 institutional_share=0.0 related_bd=true related_bank=false bd_reps=14.0
Regulatory AUM: $4.0BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.4B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $4.0Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 15
Custody, client assets: $35.1M
SEC number: 801-52710
CIK: 1025984
CRD: 110005
Filings on the tape: 30
First filed: Mar 12, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Justin Epstein	n/a	EL SEGUNDO, CA \| El Segundo, CA	4	17	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EURAZEO SE	Parent	E	yes	06/2014	Mar 27, 2024	Mar 27, 2024
IM GLOBAL PARTNER SAS	OWNER, MANAGER	E	yes	01/2023	Jun 4, 2021	Mar 27, 2024
IM SQUARE PARTNERS HOLDING	HOLDING COMPANY	E	yes	04/2021	Jun 4, 2021	Mar 27, 2024
IM SQUARE SAS	PARENT ENTITY	E	yes	12/2020	Jun 4, 2021	Mar 27, 2024
JC DECAUX HOLDINGS	Shareholder	C	yes	01/2022	Jul 25, 2023	Mar 27, 2024
LEGENDRE HOLDING 36	HOLDING COMPANY	D	yes	06/2015	Jun 4, 2021	Mar 27, 2024
COUGHLAN, JOHN, MORRIS	DIRECTOR, CHIEF OPERATING OFFICER	Na	no	12/1996	Mar 12, 2012	Mar 27, 2024
KELLY, JOSEPH, PETER	MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER	Na	no	06/2023	Jul 25, 2023	Mar 27, 2024
SEELEY, JEFFREY, KENT	CEO IM GLOBAL PARTNER FUND MANAGEMENT	Na	no	04/2018	Sep 20, 2022	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DOLAN MCENIRY CAPITAL MANAGEMENT LLC	n/a	Other adviser	$14B	N	yes	n/a
ASSET PRESERVATION ADVISORS, LLC	n/a	Independent wealth	$11B	N	yes	n/a
DYNAMIC BETA INVESTMENTS LLC	n/a	Asset manager	$5.7B	N	yes	n/a
SCHARF INVESTMENTS, LLC	n/a	Mixed wealth	$4.2B	N	yes	n/a
BERKSHIRE ASSET MANAGEMENT, LLC	n/a	Independent wealth	$2.8B	N	yes	n/a
LITMAN GREGORY WEALTH MANAGEMENT, LLC	n/a	Former SEC adviser	$2.7B	N	yes	n/a
RICHARD BERNSTEIN ADVISORS LLC	n/a	Asset manager	$181M	N	yes	n/a
IM GLOBAL PARTNER SAS	n/a	n/a	n/a	Y	no	n/a
IM GLOBAL US DISTRIBUTORS LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WALNUT CREEK	CA	United States	9	no
Miami	FL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$4.0B	$3.4B	24	4	2	n/a	n/a
2024	Mar 25, 2025	$3.3B	$2.7B	26	4	2	n/a	n/a
2023	Mar 27, 2024	$2.9B	$2.2B	28	4	2	n/a	n/a
2022	Mar 29, 2023	$3.3B	$2.6B	30	24	1	n/a	n/a
2021	Mar 29, 2022	$4.4B	$2.5B	30	24	1	n/a	n/a
2020	Mar 25, 2021	$2.3B	$2.3B	25	5	1	n/a	n/a
2019	Mar 27, 2020	$2.0B	$2.0B	25	6	1	n/a	n/a
2018	Mar 26, 2019	$2.7B	$2.7B	25	6	1	n/a	n/a
2017	Mar 23, 2018	$3.1B	$3.1B	25	3	1	n/a	n/a
2016	Mar 29, 2017	$2.8B	$2.8B	25	6	n/a	n/a	n/a
2015	Mar 28, 2016	$2.8B	$2.8B	25	7	n/a	n/a	n/a
2014	Mar 25, 2015	$3.2B	$3.2B	25	7	n/a	n/a	n/a
2013	Mar 26, 2014	$2.9B	$2.9B	22	7	n/a	n/a	n/a
2012	Mar 25, 2013	$2.5B	$2.5B	56	16	n/a	n/a	n/a
2011	Mar 12, 2012	$2.4B	$2.4B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.0B	$3.3B	18.8%	$3.3B	6.1%	24	26	2	2

Relationships

Affiliated with (11)

→ SCHARF INVESTMENTS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ ASSET PRESERVATION ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ LITMAN GREGORY WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ DOLAN MCENIRY CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ BERKSHIRE ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ RICHARD BERNSTEIN ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
→ DYNAMIC BETA INVESTMENTS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← SCHARF INVESTMENTS, LLCRegistered adviserother investment adviser
factForm ADV
← DOLAN MCENIRY CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
← LITMAN GREGORY WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← IM GLOBAL PARTNER US, LLCRegistered adviserother investment adviser, control
factForm ADV

Registered with (1)

← Justin EpsteinAdvisorregistration: current employment
May 5, 2022 to presentfactForm ADV

Owns (3)

← SEELEY, JEFFREY, KENTOwnerCEO IM GLOBAL PARTNER FUND MANAGEMENT, ownership code NA, individual
Sep 20, 2022 to Mar 27, 2024factForm ADV
← COUGHLAN, JOHN, MORRISOwnerDIRECTOR, CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 12, 2012 to Mar 27, 2024factForm ADV
← KELLY, JOSEPH, PETEROwnerMANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 25, 2023 to Mar 27, 2024factForm ADV

Controls (6)

← EURAZEO SEOwnerPARENT, ownership code E, foreign entity
Mar 27, 2024 to Mar 27, 2024factForm ADV
← IM GLOBAL PARTNER SASOwnerOWNER, MANAGER, ownership code E, foreign entity
Jun 4, 2021 to Mar 27, 2024factForm ADV
← IM SQUARE PARTNERS HOLDINGOwnerHOLDING COMPANY, ownership code E, foreign entity
Jun 4, 2021 to Mar 27, 2024factForm ADV
← IM SQUARE SASOwnerPARENT ENTITY, ownership code E, foreign entity
Jun 4, 2021 to Mar 27, 2024factForm ADV
← JC DECAUX HOLDINGSOwnerSHAREHOLDER, ownership code C, foreign entity
Jul 25, 2023 to Mar 27, 2024factForm ADV
← LEGENDRE HOLDING 36OwnerHOLDING COMPANY, ownership code D, foreign entity
Jun 4, 2021 to Mar 27, 2024factForm ADV

Dated events

Occurred
Oct 1, 2021
Regulatory AUM changed
Im Global Partner Fund Management Llc reported RAUM $4.8B, up 102% from $2.4B (2021-06-04 to 2021-10-01)
Form ADVobserved 6 days ago
$2.4B
Occurred
Jun 4, 2021
Control person left
Matthew Steve Savage (Principal, Managing Principal Of Litman Gregory Capital Partners, Manager Of Litman Gregory Asset Managment Llc) no longer on Schedule A of Im Global Partner Fund Management Llc (listed 2021-03-25, absent 2021-06-04)
Form ADVobserved 6 days ago
Occurred
Jun 4, 2021
Control person left
C Christopher Wheaton (Principal, Managing Principal Of Litman Gregory Capital Partners, Manager Of Litman Gregory Asset Managment Llc) no longer on Schedule A of Im Global Partner Fund Management Llc (listed 2021-03-25, absent 2021-06-04)
Form ADVobserved 6 days ago
Occurred
Jun 4, 2021
Control person left
Craig Litman (Principal, Managing Principal Of Litman Gregory Capital Partners, Manager Of Litman Gregory Asset Management) no longer on Schedule A of Im Global Partner Fund Management Llc (listed 2021-03-25, absent 2021-06-04)
Form ADVobserved 6 days ago
Occurred
Jun 4, 2021
Control person left
Edmond Kenneth Gregory (Principal, Managing Principal Of Litman Gregory Capital Partners, Manager Of Litman Gregory Asset Management Llc) no longer on Schedule A of Im Global Partner Fund Management Llc (listed 2021-03-25, absent 2021-06-04)
Form ADVobserved 6 days ago
Occurred
Jun 4, 2021
Control person left
Lawrence Jeremy Degroot (Principal, Managing Principal Of Litman Gregory Capital Partners, Manager Of Litman Gregory Asset Management) no longer on Schedule A of Im Global Partner Fund Management Llc (listed 2021-03-25, absent 2021-06-04)
Form ADVobserved 6 days ago
Occurred
Jun 4, 2021
Control person left
Bernard Craig Keller (Principal, Managing Principal Of Litman Gregory Capital Partners, Manager Of Litman Gregory Asset Management) no longer on Schedule A of Im Global Partner Fund Management Llc (listed 2021-03-25, absent 2021-06-04)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f3f6555-b43d-cff6-7872-a310a0567a5d
First observed: Mar 12, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IM GLOBAL PARTNER FUND MANAGEMENT LLC

CRD 110005

EL SEGUNDO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f3f6555-b43d-cff6-7872-a310a0567a5d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Justin Epstein

n/a

EL SEGUNDO, CA | El Segundo, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EURAZEO SE

Parent

yes

06/2014

Mar 27, 2024

IM GLOBAL PARTNER SAS

OWNER, MANAGER

yes

01/2023

Jun 4, 2021

Mar 27, 2024

IM SQUARE PARTNERS HOLDING

HOLDING COMPANY

yes

04/2021

Jun 4, 2021

Mar 27, 2024

IM SQUARE SAS

PARENT ENTITY

yes

12/2020

Jun 4, 2021

Mar 27, 2024

JC DECAUX HOLDINGS

Shareholder

yes

01/2022

Jul 25, 2023

Mar 27, 2024

LEGENDRE HOLDING 36

HOLDING COMPANY

yes

06/2015

Jun 4, 2021

Mar 27, 2024

COUGHLAN, JOHN, MORRIS

DIRECTOR, CHIEF OPERATING OFFICER

12/1996

Mar 12, 2012

Mar 27, 2024

KELLY, JOSEPH, PETER

MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER

06/2023

Jul 25, 2023

Mar 27, 2024

SEELEY, JEFFREY, KENT

CEO IM GLOBAL PARTNER FUND MANAGEMENT

04/2018

Sep 20, 2022

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DOLAN MCENIRY CAPITAL MANAGEMENT LLC

n/a

Other adviser

$14B

yes

n/a

ASSET PRESERVATION ADVISORS, LLC

n/a

Independent wealth

$11B

yes

n/a

DYNAMIC BETA INVESTMENTS LLC

n/a

Asset manager

$5.7B

yes

n/a

SCHARF INVESTMENTS, LLC

n/a

Mixed wealth

$4.2B

yes

n/a

BERKSHIRE ASSET MANAGEMENT, LLC

n/a

Independent wealth

$2.8B

yes

n/a

LITMAN GREGORY WEALTH MANAGEMENT, LLC

n/a

Former SEC adviser

$2.7B

yes

n/a

RICHARD BERNSTEIN ADVISORS LLC

n/a

Asset manager

$181M

yes

n/a

IM GLOBAL PARTNER SAS

n/a

IM GLOBAL US DISTRIBUTORS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

WALNUT CREEK

United States

Miami

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$4.0B

$3.4B

n/a

2024

Mar 25, 2025

$3.3B

$2.7B

n/a

2023

Mar 27, 2024

$2.9B

$2.2B

n/a

2022

Mar 29, 2023

$3.3B

$2.6B

n/a

2021

Mar 29, 2022

$4.4B

$2.5B

n/a

2020

Mar 25, 2021

$2.3B

n/a

2019

Mar 27, 2020

$2.0B

n/a

2018

Mar 26, 2019

$2.7B

n/a

2017

Mar 23, 2018

$3.1B

n/a

2016

Mar 29, 2017

$2.8B

n/a

2015

Mar 28, 2016

$2.8B

n/a

2014

Mar 25, 2015

$3.2B

n/a

2013

Mar 26, 2014

$2.9B

n/a

2012

Mar 25, 2013

$2.5B

n/a

2011

Mar 12, 2012

$2.4B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.0B

$3.3B

18.8%

$3.3B

6.1%