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Inclusive Capital Partners, L.P.: investment adviser
Inclusive Capital Partners, L.P. is an investment adviser registered with the SEC (file 802-137544, CRD 309419). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- –
- Discretionary
- –
- Accounts
- –
- Employees
- –
- In advisory roles
- –
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports no custody of client cash or securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Jeffrey Williams Ubben | Person | Limited partner; managing partner; portfolio manager | E 75% or more | Jul 2020 | Yes | |
| George Felix Hamel | Person | Limited partner; managing partner | B 10% to 25% | May 2020 | Yes |
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| George Felix Hamel | Inclusive | Person | F General partner, trustee or managing member | Yes | |
| Jeffrey Williams Ubben | Inclusive | Person | E 75% or more | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Other brochures on file
- Inclusive Capital Partners - Form ADV Part 2A, Mar 31, 2026
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.