SEC-Registered Investment Adviser
Impact Investors
Legal name: Impact Investors, INC.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 5, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- March 20, 2020
- Organized as
- Corporation, CA
- Fiscal year end
- December
- Other offices
- 1
Scale
- Regulatory AUM
- $318.2M
- Discretionary / non-discretionary
- $279.8M / $38.4M
- Accounts
- 769
- Clients
- 0
- Employees
- 9, 8 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $9.3M
- Fund types
- 1 private equity funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $9.2M reported sold across them
- Client assets in custody
- $205.7M (423 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management and fixed fees
- Client types
- individuals (other than high net worth) (168); high net worth individuals (52); pension and profit sharing plans (16); charitable organizations (1); other (3)
- Also engaged as
- insurance broker or agent
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (August 5, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.