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| Impactfolio LLC
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|---|---|
| CRD # | 291716 |
| SEC # | 801-121482 |
| CIK # | 0001896447 |
| AUM | 288.9 M (2026-02-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 844-218-3800 |
| Address | 44 Cook Street Denver, CO 80206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.0 | ||
| Microsoft Corp | 1.3 | ||
| Applied Materials Inc /DE | 0.9 | ||
| Fedex Corp | 0.8 | ||
| Facebook Inc | 0.7 | ||
| Stryker Corp | 0.6 | ||
| Cisco Systems Inc | 0.4 | ||
| AbbVie Inc | 0.4 | ||
| Lilly Eli & Co | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 14.0 |
| (b) Individuals (high net worth individuals) | 99 | 272.7 |
| (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 | 1 | 2.3 |
| (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 | 0.0 |
| Total | 574 | 288.9 |
| By Discretionary | ||
| Discretionary | 574 | 288.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 574 | 288.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.9 | |
| Total | 574 | 288.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001896447] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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✚
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RI | 288.1 M |
|
Capital Cities Investments
✚
|
IN | 287.9 M |