← Tributary

INCLUSIVE CAPITAL PARTNERS, L.P.

SAN FRANCISCO, CA · CRD 309419 · IAPD ↗ · in-cap.com · 708-302-0775

$591.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
October 2026 — INCLUSIVE CAPITAL PARTNERS, L.P. (SAN FRANCISCO, CA) left the SEC roster (was $591.1M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
33
April 2025 — INCLUSIVE CAPITAL PARTNERS, L.P. reported RAUM down 62% ($1.73B -> $662.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — INCLUSIVE CAPITAL PARTNERS, L.P. shrank from 8 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2024 — INCLUSIVE CAPITAL PARTNERS, L.P. reported RAUM down 35% ($2.66B -> $1.73B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — INCLUSIVE CAPITAL PARTNERS, L.P. shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.