|
⚲
|
| Impact Investors Inc
✚
| |
|---|---|
| CRD # | 289028 |
| SEC # | 801-118267 |
| CIK # | |
| AUM | $267.9 MM (2024-02-21) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 888-463-6861 |
| Address | 870 Market St San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | High Impact Fund I | [2020-11-05] | 9.2 | 3.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 74.1 |
| (b) Individuals (high net worth individuals) | 56 | 162.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 29.5 |
| (h) Charitable organizations | 1 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.6 |
| Total | 758 | 267.9 |
| By Discretionary | ||
| Discretionary | 626 | 232.9 |
| Non-Discretionary | 132 | 35.1 |
| Total | 758 | 267.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.9 | |
| Total | 758 | 267.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Impact Investors Inc | 1 | ||
| Catherine Woodman | 1 | ||
| Shane Yonston | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
WPG Advisers LLC
✚
|
MD | 0.3 |
|
Diversifi Capital LLC
✚
|
CA | 0.3 |
|
Harvest Investment Services LLC
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|
IL | 0.3 |
|
Archvest Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Weik Capital Management Inc
✚
|
PA | 0.3 |
|
Ridgeview Asset Management Partners LLC
✚
|
CT | 0.3 |
|
Adalta Capital Management LLC
✚
|
NY | 0.3 |
|
Cottonwood Ventures LLC
✚
|
TX | 0.3 |
|
Saxony Capital Management LLC
✚
|
MO | 0.2 |
|
Kubhera Enterprises LLC
✚
|
NJ | 0.2 |