|
⚲
|
| Keyboard |
| Calvert Impact Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 326022 |
| SEC # | 801-128731 |
| CIK # | |
| AUM | 197.8 M (2026-03-30) |
| Employees | 9 (22% Investors, 0% Brokers) |
| Phone | 800-248-0337 |
| Address | 7550 Wisconsin Avenue, 8th Floor Bethesda, MD 20814 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 197.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 197.8 |
| By Discretionary | ||
| Discretionary | 1 | 197.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 197.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.8 | |
| Total | 1 | 197.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Harmont Fixed Income LLC
✚
|
202.8 M | |
|
Steelhead Capital Management LLC
✚
|
TX | 202.5 M |
|
Level One Global Advisors LLC
✚
|
FL | 201.5 M |
|
AI Alpha LLC
✚
|
MI | 200.0 M |
|
Gladowsky Capital Management Corp
✚
|
NY | 197.8 M |
|
Reciprocal Venture Management LLC
✚
|
NY | 196.9 M |
|
Frugal Financial Retirement Plan Services LLC
✚
|
AL | 194.9 M |
|
Bright Path Sports Partners LLC
✚
|
OH | 194.8 M |
|
XPV Management LLC
✚
|
CA | 193.6 M |
|
Falcon Bridge Capital II LLC
✚
|
CA | 192.7 M |