Impact Investment Adviser LLC

RIASEC RegisteredEst. 2009

Total AUM

$559M

Discretionary

$559M

100% of AUM

Avg account

$55.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 149929
Registered since: May 15, 2009
Website: impactcapital.net
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pooled Investment Vehicles97.85%
Insurance Companies2.15%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Impact Investment Adviser LLC is a privately held institutional RIA formed in 2009 that serves an exclusively institutional client base. The firm operates as a capital allocator and provides portfolio management for pooled vehicles and for businesses or institutions, and it also performs selection of other advisers. It is organized as an LLC and is owned by a domestic entity/individual. The adviser is not registered as a multi-state or pension consultant and does not position itself as an active ESG investor. The firm also functions on the sponsor/GP side of pooled structures, acting as sponsor, general partner, or managing member for investment vehicles it oversees. Its fee arrangements include percentage-of-AUM charges alongside fixed fees and other fee arrangements, reflecting a mix of institutional billing approaches.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3

Michael Lohmeier
Chief Investment OfficerCRD 6857744
Jeffrey Brenner
President, Chief Executive OfficerCRD 6171139
Elizabeth Kang
General Counsel, Secretary and Chief Compliance OfficerCRD 7183925