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 SEC-registered limited liability company that operates as an institutional registered investment adviser and capital allocator. The firm services both individuals and families as well as institutional clients and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory menu includes financial planning, portfolio management for individuals, small businesses, investment companies and institutions, plus selection of other advisers and educational seminars. The firm identifies as an active ESG investor and also acts as sponsor, general partner and managing member of pooled investment vehicles, indicating it both sources and places private commitments in addition to managing client portfolios.
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 2
Kristin Hull
Founder and CEOCRD 2444600
Vanessa Fiore
Chief Compliance OfficerCRD 5464687
Contacts
2 of 2
Sampurna 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
$19M in ETFs
88%
$16.7M
12%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $16.1M | 43,575 | 84.73% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Mizzen Management LLC
RIAStamford, CT
Owen Larue Financial Group
RIAElizabethtown, KY
Harspring Capital Management, LLC
RIANew York, NY
Seaside Wealth Management, Inc.
RIACarlsbad, CA
US Select Asset Management, LLC
RIALegacy Wealth Management, LLC
RIARidgeland, MS