MATERIAL IMPACT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
286487
Registered since
January 6, 2017

Firm profile

FINTRX

Overview

Material Impact Management, LLC is an investment manager that operates primarily as a sponsor and general partner of pooled investment vehicles. Registered with the SEC in 2017 and organized as a limited liability company, the firm functions largely through fund structures rather than insofar as a traditional retail advisory business. Its public filings show it is not an active ESG investor, is not a multi-state adviser and is classified as an unclassified owner type (individual). The firm’s activity centers on private fund formation and management: it serves as sponsor, GP and managing member of pooled vehicles and directs capital into venture-oriented fund vehicles. The structure and reported metrics indicate a focus on institutional-style fund management—raising and running closed-ended funds with limited partners—rather than providing discretionary advisory accounts to individual retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • KENNETH DIPOTO

    Chief Financial OfficerCRD 6041493

Contacts

2 of 2
  • CARMICHAEL ROBERTS

    Co-Founder & Managing PartnerCRD 6432911

  • Adam Sharkawy

    Co-Founder and Managing PartnerCRD 6743656

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
131 Dartmouth St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth