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| Happy Holidays!! thanks for using AUM13F!! |
| Impact Capital Partners LLC
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| CRD # | 329616 |
| SEC # | 801-129440 |
| CIK # | 0002054916 |
| AUM | $528.0 M (2025-05-20) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 888-304-6722 |
| Address | 8101 E Prentice Ave Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.1 | ||
| Nvidia Corp | 12.5 | ||
| Apple Inc | 10.8 | ||
| Broadcom Inc | 9.3 | ||
| Procter & Gamble Co | 7.4 | ||
| Amazon Com Inc | 5.7 | ||
| Oracle Corp | 5.7 | ||
| J P Morgan Chase & Co | 5.6 | ||
| AbbVie Inc | 4.5 | ||
| Facebook Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 56.5 |
| (b) Individuals (high net worth individuals) | 160 | 460.6 |
| (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 | 2.9 |
| (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 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,688 | 528.0 |
| By Discretionary | ||
| Discretionary | 1,688 | 528.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,688 | 528.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 528.0 | |
| Total | 1,688 | 528.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054916] |
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