Uncaged Impact

Overview

Uncaged Impact is a very small, independent registered investment adviser that focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm describes itself as a capital allocator and flags active ESG investing as a practice emphasis. Its business model supports fee flexibility—charging by percentage of AUM, hourly fees, or fixed fees—allowing it to work with clients at different engagement levels. Given the single-client footprint reported, the firm operates as a boutique advisory practice where the principal likely handles both advisory and operational duties. Investment activity centers on managed public funds rather than direct stock-picking or broad custodial platforms. The firm also offers selection-of-advisers services, which suggests it carries out due diligence and manager selection on behalf of clients rather than relying solely on in-house strategies. The combination of ESG orientation and manager-selection capability points to an approach that uses third-party mutual funds and specialists to implement client objectives while layering in values-based screening or ESG-focused fund choices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices