CALVERT IMPACT ADVISORY SERVICES, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JENNIFER PRYCE
President and CEOCRD 2789820
DEREK STROCHER
Chief Financial OfficerCRD 7795965
Contacts
1 of 1ROBERT BRECHT
Associate General CounselCRD 5975158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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