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| Impact Investors Inc
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|---|---|
| CRD # | 289028 |
| SEC # | 801-118267 |
| CIK # | 0001824539 |
| AUM | 318.2 M (2026-05-01) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 888-463-6861 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 11.1 | ||
| Arista Networks Inc | 2.9 | ||
| Nvidia Corp | 2.8 | ||
| Quanta Services Inc | 2.7 | ||
| Apple Inc | 2.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.2 | ||
| Microsoft Corp | 1.5 | ||
| Visa Inc | 1.4 | ||
| Broadcom Inc | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | High Impact Fund I | [2020-11-05] | 9.2 M | 9.3 M |
| Filed 2023-01-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 97.3 |
| (b) Individuals (high net worth individuals) | 52 | 182.8 |
| (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 | 16 | 35.6 |
| (h) Charitable organizations | 1 | 2.0 |
| (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 | 3 | 0.6 |
| Total | 769 | 318.2 |
| By Discretionary | ||
| Discretionary | 656 | 279.8 |
| Non-Discretionary | 113 | 38.4 |
| Total | 769 | 318.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.2 | |
| Total | 769 | 318.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Shane Yonston | Executive Officer | 1 | 1 | |
| Catherine Woodman | Executive Officer | 1 | 1 | |
| Impact Investors Inc | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001824539] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
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