NIA IMPACT CAPITAL
Firm details
- Headquarters
- ,
- CRD number
- 286587
- Registered since
- August 2, 2019
- Website
- niaimpactcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.73%
- Investment Companies19.7%
- Charitable Organizations18.25%
- Corporations / Businesses6.24%
- Individuals4.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
NIA Impact Capital is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm describes itself as a capital allocator that serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. NIA Impact Capital integrates financial planning and portfolio management across individual, business and pooled investment structures, and it also provides selection of third-party advisers and educational workshops. The firm identifies itself as an active ESG investor and has acted in sponsor/GP/managing-member roles for pooled investment vehicles, indicating direct involvement in structuring or managing private funds.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities3%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2KRISTIN HULL
Founder and CEOCRD 2444600
VANESSA FIORE
Chief Compliance OfficerCRD 5464687
Contacts
2 of 2Sampurna Khasnabis
Senior Equity AnalystCRD 8111731
Jethro Townsend
Partner, Portfolio ManagerCRD 6569596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$16.5M in ETFs
88%
$14.5M
12%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $14M | 43,575 | 84.68% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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