|
⚲
|
| Impact Capital LLC
✚
| |
|---|---|
| CRD # | 297413 |
| SEC # | 801-123536 |
| CIK # | 0001610191 |
| AUM | $188.1 MM (2024-03-04) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 301-417-3300 |
| Address | One Research Court Rockville, MD 20850 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 9.4 |
| (b) Individuals (high net worth individuals) | 60 | 174.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 425 | 188.1 |
| By Discretionary | ||
| Discretionary | 425 | 188.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 425 | 188.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.1 | |
| Total | 425 | 188.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001610191] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Illumine Investment Management LLC
✚
|
WA | 0.2 |
|
Merrion Investment Management Co LLC
✚
|
NJ | 0.2 |
|
Intervest Ltd
✚
|
MD | 0.2 |
|
Amore Ambro LLC
✚
|
FL | 0.2 |
|
Tribeca Financial LLC
✚
|
AZ | 0.2 |
|
Smart Portfolios LLC
✚
|
WA | 0.2 |
|
Parker Advisory Group LLC
✚
|
UT | 0.2 |
|
Horizon Wealth Advisors LLC
✚
|
FL | 0.2 |
|
Black Point Wealth Management LLC
✚
|
FL | 0.2 |
|
Cruice Investment Advisors Ltd
✚
|
CT | 0.2 |