CALVERT IMPACT ADVISORY SERVICES, LLC

RIASEC RegisteredEst. 2023
Total AUM
$198M
Discretionary
$198M
100% of AUM
Avg account
$198M
Accounts
1
Employees
9
Advisory reps
3

Firm details

Headquarters
BETHESDA, Maryland
CRD number
326022
Registered since
September 14, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Calvert Impact Advisory Services, LLC is an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles and serves an institutional client base. The firm is structured to sponsor and act as general partner or managing member of pooled vehicles, indicating it often plays an active role in running pooled funds rather than only providing advisory overlay. It registered with the SEC in 2023 and is classified as an unclassified adviser with a domestic ownership structure. Investment activity centers on managing pooled vehicles and allocating capital into private-market and commodity strategies through third-party managers or direct placements. The firm charges both a percentage-of-assets fee and performance-based fees, aligning compensation with vehicle-level outcomes. Calvert Impact Advisory Services, LLC is not designated as an active ESG investor in the provided data and is not listed as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JENNIFER PRYCE

    President and CEOCRD 2789820

  • DEREK STROCHER

    Chief Financial OfficerCRD 7795965

Contacts

1 of 1
  • ROBERT BRECHT

    Associate General CounselCRD 5975158

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7550 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth