What iM Global Partner does

iM Global Partner (iMGP) is a Paris-headquartered global asset management network founded in 2015 that takes minority equity stakes in independent investment boutiques and distributes their active strategies to professional and institutional investors across Europe and the United States. The platform connects nine partner firms—Polen Capital, Dolan McEniry, Asset Preservation Advisors, Trinity Street Asset Management, Berkshire Asset Management, DBi, Scharf Investments, Zadig Asset Management, and Sirios Capital Management—with financial institutions and intermediaries through the Luxembourg-domiciled iMGP Funds Sicav umbrella, UCITS ETFs listed on Euronext Paris, and separately managed accounts.

The company's core technology and distribution architecture is the regulated fund platform itself rather than a software product. iMGP Asset Management S.A. in Luxembourg is CSSF-authorized as the management company of iMGP Funds, while iM Global Partner SAS (France, AMF) operates as the principal distributor with branches in the UK, Italy, Spain, and Germany and a subsidiary in Switzerland. In the US, iM Global Partner Fund Management LLC (SEC-registered investment adviser) and iM Global US Distributors (FINRA-registered broker-dealer) provide the regulatory footprint. Core strategies include DBi Managed Futures and Multi-Strategy (liquid alternatives), Memnon European Equity (Zadig), Trinity Global Equity, Polen European High Yield, iMGP US Core Plus, and the more recent Sirios Absolute Return UCITS fund and ETF.

The business model is a B2B/B2B2C equity-partnership model: iMGP takes minority stakes in partner boutiques and provides distribution reach, operational infrastructure, regulatory hosting (UCITS, ETFs, SMAs), and capital in exchange for a share of management fees. Revenue is generated via recurring fund management fees on the iMGP Funds Sicav, ETF, and SMA wrappers, with a professional-investor-only distribution approach (iMGP Funds Sicav is not available to US persons). Reported platform AUM was approximately $43.5 billion at year-end 2025 and $34.6 billion as of 31 March 2026, with the decline primarily reflecting portfolio rationalization through the announced sale of the Richard Bernstein Advisors stake to Janus Henderson and the completed sale of Litman Gregory Wealth Management to Beacon Pointe Advisors.

Name

iM Global Partner

Legal name

iM Global Partner SAS

Website

https://imgp.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

51–100 employees

Short description

iM Global Partner is a Paris-based global asset management platform that takes minority equity stakes in independent investment boutiques and distributes their active strategies through UCITS funds, ETFs, and SMAs to professional and institutional investors across Europe and the US.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Global/International & Emerging Markets Mutual Funds (FSAAAEAK)

akta.pro secondary industries

Sector & Industry Equity ETFs (FSAAAFAC), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

Keywords

• Asset management platform
• Mutual fund distribution
• UCITS ETF products
• Investment boutique partnerships
• Separately managed accounts

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fund Management Fees: iM Global Partner generates revenue through equity partnerships with investment boutiques, offering their strategies through iMGP Funds Sicav umbrella structure. The platform provides distribution and operational infrastructure in exchange for partnership stakes.

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

iM Global Partner operates a global asset management network that partners with independent investment boutiques by taking equity stakes and distributing their actively managed strategies through the Luxembourg-domiciled iMGP Funds Sicav umbrella structure. The platform offers mutual funds, UCITS ETFs, and separately managed accounts (SMAs) across equities, fixed income, and alternatives to professional investors and institutions in Europe and the US.

Product overview

iM Global Partner is a global asset management network offering a platform of actively managed investment funds through the iMGP Funds Sicav umbrella structure. The platform provides access to strategies managed by nine partner firms: Polen Capital (quality growth equity and high yield credit), Dolan McEniry (US corporate bonds), Sirios Capital Management (long/short equity), DBi (liquid alternatives/hedge fund replication), Scharf Investments (quality value equity), Zadig Asset Management (style-neutral European equities), Asset Preservation Advisors (US municipal bonds), Berkshire Asset Management (equity income), and Trinity Street Asset Management (global/international equity). Core strategies include DBi Managed Futures, DBi Multi-Strategy, Memnon European Equity, Trinity Global, Polen European High Yield Strategy, and the iMGP US Core Plus Fund. As of March 2026, the platform manages approximately $34.6 billion in assets across 9 partners and 10 global locations.

Differentiator

Problem solved

Functional benefit

Products and services

• iMGP Funds Sicav Luxembourg-domiciled open-ended umbrella investment company (Sicav) with multiple sub-funds offering mutual fund and ETF share classes distributed to professional investors in Europe and the US.
• DBi Managed Futures Strategy Actively managed strategy that dynamically trades liquid futures contracts across equity indices, fixed income, currencies, and commodities to replicate the pre-fee performance of leading managed futures hedge funds.
• Memnon European Equity Concentrated European equity portfolio offering Zadig's highest-conviction ideas with a style-neutral profile, built bottom-up from a universe of around 25 companies.
• Trinity Global Global equity strategy capitalizing on unrecognized structural change across a global remit, with 40-45% US exposure through a bottom-up approach.
• Polen European High Yield Strategy Actively managed European high yield fixed income strategy seeking high current income and capital appreciation through concentrated high-conviction portfolios.
• DBi Multi-Strategy Liquid alternative fund replicating multi-strategy hedge fund exposures through liquid instruments under an institutional umbrella.
• iMGP US Core Plus Fund US corporate bond fund managed by Dolan McEniry that seeks value across investment-grade and high-yield bonds with lower duration than the Bloomberg US Intermediate Credit Index.
• iMGP Sirios Absolute Return UCITS ETF Europe's first active ETF with a performance fee, providing international investors access to Sirios Capital Management's long/short equity hedge fund strategy in an ETF wrapper.
• iMGP Sirios Absolute Return Fund Luxembourg-domiciled UCITS sub-fund sub-managed by Sirios Capital Management that makes the manager's long/short equity strategy available to international investors for the first time.
• iMGP Fixed Income UCITS ETF (European High Yield) Fixed income UCITS ETF listed on Euronext Paris providing exposure to European high yield markets for professional investors.
• iM DBi Managed Futures ETF (DBMF) UCITS ETF providing accessible, lower-fee exposure to the DBi Managed Futures strategy for professional investors.
• DBi UCITS ETF (CTA) First pure-play UCITS CTA ETF providing transparent access to a managed futures/CTA strategy for European professional investors.
• Separately Managed Accounts (SMAs) Customized individual account management services for institutional investors seeking tailored exposure to partner firm strategies.

Quantifiable outcome

• iMGP DBi Managed Futures Fund delivered top 1-3% risk-adjusted returns across all long-term horizons
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and strategic.

• Sirios Capital ManagementcoreStrategic or Co-development Partner · 7 April 2026Partnership to launch iMGP Sirios Absolute Return fund, a Luxembourg-domiciled SICAV sub-managed by US-based Sirios Capital Management. This makes the hedge fund manager's long/short equity strategy available to international investors for the first time through both UCITS and ETF share classes. Europe's first active ETF to charge a performance fee.
• Beacon Pointe AdvisorsstrategicStrategic or Co-development Partner · 31 December 2025iM Global Partner completed sale of Litman Gregory Wealth Management ($2.7 billion RIA) to Beacon Pointe Advisors. Transaction closed December 31, 2025. The acquisition expands Beacon Pointe's presence in Northern California and establishes footprint in Missouri, bringing combined assets to approximately $61 billion.
• Polen CapitalcoreStrategic or Co-development PartnerGlobal investment manager offering quality growth equity and high yield credit strategies. Polen Capital had $41.9bn AUM at end of December 2025. Provides European High Yield strategy to iMGP platform.
• Dolan McEnirycoreStrategic or Co-development PartnerUS corporate bond manager with $13.8bn AUM at end of December 2025. Provides US Core Plus fixed income strategy through iMGP platform.
• DBicoreStrategic or Co-development PartnerInnovative liquid alternatives asset manager with $4.3bn AUM at end of December 2025. Provides DBi Managed Futures and Multi-Strategy funds through iMGP platform.
• Scharf InvestmentscoreStrategic or Co-development PartnerUS quality value equity manager with $4.2bn AUM at end of December 2025. Provides US Value Fund through iMGP platform.
• Zadig Asset ManagementcoreStrategic or Co-development PartnerStyle-neutral European equities specialist with $1.3bn AUM at end of December 2025. Founded in London in 2005, majority employee-owned. Provides Memnon European Equity strategy through iMGP platform.
• Asset Preservation AdvisorscoreStrategic or Co-development PartnerLeading independent US municipal bond specialist with $11.1bn AUM at end of December 2025.
• Berkshire Asset ManagementcoreStrategic or Co-development PartnerUS-based equity income specialist with $5.8bn AUM as of end of December 2025.
• Trinity Street Asset ManagementcoreStrategic or Co-development PartnerSpecialist manager of global and international equity funds with $9.5bn AUM at end of December 2025. Provides Trinity Global and Trinity Street Global Equity strategies.

Scale indicators16 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Affiliated Managers Group: AMG is the prototypical US-listed multi-boutique asset management platform, taking equity stakes in independent investment firms and distributing their strategies globally. Like iMGP, it preserves partner autonomy while providing capital and distribution, making it the closest publicly traded analogue to iMGP's model.
• Natixis Investment Managers: Natixis IM operates a multi-affiliate model in Europe, distributing strategies from affiliated boutique managers (Loomis Sayles, Mirova, Ostrum, etc.) through a unified platform. The structure and European distribution focus directly parallel iMGP's partnership-and-distribution approach.
• Virtus Investment Partners: Virtus is a multi-boutique US asset manager that aggregates affiliated investment managers (AlphaSimplex, Newfleet, Westchester, etc.) under a common distribution platform. Its multi-affiliate model and focus on institutional and intermediary distribution channels are structurally similar to iMGP.
• Victory Capital: Victory Capital operates a multi-franchise model acquiring equity stakes in independent investment franchises (WestEnd Advisors, Amundi US, etc.) and distributing through intermediaries and institutions. The franchise-equity structure mirrors iMGP's boutique-partnership approach.

Broad incumbents

• Amundi: Amundi is Europe's largest asset manager with a multi-affiliate distribution structure spanning traditional and alternative strategies. While much larger than iMGP and offering passive products alongside active, its European UCITS distribution footprint and breadth of partner strategies make it a comparable incumbent in the same channels.
• abrdn: abrdn (formerly Aberdeen Asset Management) operates a multi-affiliate platform combining traditional active equity and fixed income with alternatives. Its global distribution reach and partnership-led growth strategy put it in the same competitive set as iMGP in European intermediary channels.
• Russell Investments: Russell Investments is a multi-asset, multi-manager solutions provider that constructs portfolios using third-party and affiliated investment managers, with deep institutional relationships. Its multi-manager philosophy and focus on manager research and selection make it a broader analogue to iMGP's curation model.

Emerging players

• Artisan Partners: Artisan Partners is a US-listed active asset manager with multiple autonomous investment teams, distributing through global intermediary channels. While more integrated than iMGP's true partnership model, its multi-team structure and US/European distribution overlap make it a partial comparable.
• Cohen & Steers: Cohen & Steers is a specialist active manager with strong intermediary and institutional distribution in the US and Europe. While single-firm, its focus on concentrated specialist strategies (real assets, alternatives) parallels several of iMGP's boutique partner profiles.

Others

• Janus Henderson Group: Janus Henderson acquired Richard Bernstein Advisors from iMGP's platform in 2026, making it a direct counterparty and adjacent competitor. Its multi-strategy active platform and global distribution put it in the same competitive set as iMGP, though Janus is far larger and more diversified.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/imglobalpartner

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments7 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about iM Global Partner