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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Impact Investors Inc
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| CRD # | 289028 |
| SEC # | 801-118267 |
| CIK # | 0001824539 |
| AUM | $283.0 M (2025-04-29) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 888-463-6861 |
| Address | 870 Market St San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 9.9 | ||
| Arista Networks Inc | 2.8 | ||
| Oaktree Acquisition Corp | 2.5 | ||
| Microsoft Corp | 2.4 | ||
| Nvidia Corp | 2.2 | ||
| Quanta Services Inc | 1.9 | ||
| VISA Inc | 1.9 | ||
| Mastercard Inc | 1.7 | ||
| Ameriprise Financial Inc | 1.6 | ||
| Apple Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | High Impact Fund I | [2020-11-05] | 9.2 | 10.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 85.2 |
| (b) Individuals (high net worth individuals) | 54 | 166.5 |
| (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 | 28.8 |
| (h) Charitable organizations | 1 | 1.9 |
| (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 | 0.0 |
| (n) Other | 3 | 0.6 |
| Total | 770 | 283.0 |
| By Discretionary | ||
| Discretionary | 646 | 249.3 |
| Non-Discretionary | 124 | 33.7 |
| Total | 770 | 283.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.0 | |
| Total | 770 | 283.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Shane Yonston | 1 | ||
| Catherine Woodman | 1 | ||
| Impact Investors Inc | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001824539] |
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