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| Impact Capital Partners LLC
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| CRD # | 329616 |
| SEC # | 801-129440 |
| CIK # | 0002054916 |
| AUM | 625.6 M (2026-03-03) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-304-6722 |
| Address | 8101 E Prentice Ave Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002054916 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.9 | ||
| Nvidia Corp | 16.9 | ||
| Microsoft Corp | 13.6 | ||
| Broadcom Inc | 12.4 | ||
| Alphabet Inc | 9.5 | ||
| Procter & Gamble Co | 6.9 | ||
| J P Morgan Chase & Co | 6.6 | ||
| Johnson & Johnson | 6.4 | ||
| Amazon Com Inc | 6.2 | ||
| AbbVie Inc | 5.7 | ||
| Analog Devices Inc | 5.3 | ||
| Coca Cola Co | 4.7 | ||
| Alphabet Inc | 4.5 | ||
| Oracle Corp | 4.3 | ||
| Visa Inc | 3.7 | ||
| Home Depot Inc | 3.4 | ||
| Facebook Inc | 3.3 | ||
| Linde PLC | 3.1 | ||
| UnitedHealth Group Inc | 2.9 | ||
| IBEX Ltd | 2.7 | ||
| Lilly Eli & Co | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 26.7 |
| (b) Individuals (high net worth individuals) | 177 | 585.2 |
| (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 | 1.6 |
| (h) Charitable organizations | 0 | 2.7 |
| (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 | 9.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,861 | 625.6 |
| By Discretionary | ||
| Discretionary | 1,735 | 602.0 |
| Non-Discretionary | 126 | 23.7 |
| Total | 1,861 | 625.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 625.6 | |
| Total | 1,861 | 625.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054916] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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