0000921895-23-000853.txt : 20230406
0000921895-23-000853.hdr.sgml : 20230406
20230406171828
ACCESSION NUMBER: 0000921895-23-000853
CONFORMED SUBMISSION TYPE: 3
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230327
FILED AS OF DATE: 20230406
DATE AS OF CHANGE: 20230406
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Impactive Capital LLC
CENTRAL INDEX KEY: 0001786731
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34835
FILM NUMBER: 23807123
BUSINESS ADDRESS:
STREET 1: 152 WEST 57TH, 17TH FLOOR
CITY: NEW YORK CITY
STATE: NY
ZIP: 10019
BUSINESS PHONE: (212) 218-8812
MAIL ADDRESS:
STREET 1: 152 WEST 57TH, 17TH FLOOR
CITY: NEW YORK CITY
STATE: NY
ZIP: 10019
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Wolfe Lauren Taylor
CENTRAL INDEX KEY: 0001699118
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34835
FILM NUMBER: 23807125
MAIL ADDRESS:
STREET 1: 3100 CUMBERLAND BOULEVARD
STREET 2: SUITE 1700
CITY: ATLANTA
STATE: GA
ZIP: 30339
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Asmar Christian
CENTRAL INDEX KEY: 0001787532
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34835
FILM NUMBER: 23807122
MAIL ADDRESS:
STREET 1: 152 WEST 57TH STREET, 17TH FLOOR
CITY: NEW YORK CITY
STATE: NY
ZIP: 10019
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Impactive Capital LP
CENTRAL INDEX KEY: 0001786767
FILING VALUES:
FORM TYPE: 3
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-34835
FILM NUMBER: 23807124
BUSINESS ADDRESS:
STREET 1: 152 WEST 57TH STREET, 17TH FLOOR
CITY: NEW YORK CITY
STATE: NY
ZIP: 10019
BUSINESS PHONE: (212) 218-8812
MAIL ADDRESS:
STREET 1: 152 WEST 57TH STREET, 17TH FLOOR
CITY: NEW YORK CITY
STATE: NY
ZIP: 10019
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: ENVESTNET, INC.
CENTRAL INDEX KEY: 0001337619
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389]
IRS NUMBER: 201409613
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 1000 CHESTERBROOK BOULEVARD
STREET 2: SUITE 250
CITY: BERWYN
STATE: PA
ZIP: 19312
BUSINESS PHONE: 312-827-2800
MAIL ADDRESS:
STREET 1: 1000 CHESTERBROOK BOULEVARD
STREET 2: SUITE 250
CITY: BERWYN
STATE: PA
ZIP: 19312
FORMER COMPANY:
FORMER CONFORMED NAME: ENVESTNET ASSET MANAGEMENT GROUP INC
DATE OF NAME CHANGE: 20050831
3
1
form312236006_04062023.xml
OWNERSHIP DOCUMENT
X0206
3
2023-03-27
0
0001337619
ENVESTNET, INC.
ENV
0001699118
Wolfe Lauren Taylor
450 WEST 14TH STREET, 12TH FLOOR
NEW YORK CITY
NY
10014
1
0
0
0
0001786767
Impactive Capital LP
450 WEST 14TH STREET, 12TH FLOOR
NEW YORK CITY
NY
10014
1
0
0
0
0001786731
Impactive Capital LLC
450 WEST 14TH STREET, 12TH FLOOR
NEW YORK CITY
NY
10014
1
0
0
0
0001787532
Asmar Christian
450 WEST 14TH STREET, 12TH FLOOR
NEW YORK CITY
NY
10014
1
0
0
0
Common Stock
4151033
I
See Footnote
This Form 3 is filed jointly by Impactive Capital LP (the "Impactive Capital"), Impactive Capital LLC ("Impactive GP"), Christian Asmar and Lauren Taylor Wolfe (collectively, the "Reporting Persons"). Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of her, his or its pecuniary interest therein.
The securities of Envestnet, Inc. (the "Issuer") reported herein are held directly by certain funds and/or accounts (the "Impactive Funds"). Pursuant to an Investment Management Agreement, the Impactive Funds have delegated all voting and investment power over the securities directly held by the Impactive Funds and their general partners to Impactive Capital, which serves as the investment manager of the Impactive Funds. Impactive GP, as the general partner of Impactive Capital, and each of Mr. Asmar and Ms. Taylor Wolfe, as Managing Members of Impactive GP, may be deemed to exercise voting and investment power over such securities. The Impactive Funds specifically disclaim beneficial ownership of such securities by virtue of their inability to vote or dispose of such securities as a result of such delegation to Impactive Capital.
Lauren Taylor Wolfe, Managing Member of Impactive Capital LLC, the general partner of Impactive Capital LP, is a director of the Issuer. For purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the Reporting Persons are deemed directors by deputization by virtue of their representation on the Board of Directors of the Issuer.
/s/ Lauren Taylor Wolfe
2023-04-06
IMPACTIVE CAPITAL LP, By: Impactive Capital LLC, its general partner, By: /s/ Lauren Taylor Wolfe, Managing Member
2023-04-06
IMPACTIVE CAPITAL LLC, By: /s/ Lauren Taylor Wolfe, Managing Member
2023-04-06
/s/ Christian Asmar
2023-04-06