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IMPACT INVESTMENT ADVISER LLC

SAN FRANCISCO, CA · CRD 149929 · IAPD ↗ · impactcapital.net · 415-981-1074

$558.5MRegulatory AUM
8Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2025 — IMPACT INVESTMENT ADVISER LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
April 2024 — IMPACT INVESTMENT ADVISER LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — IMPACT INVESTMENT ADVISER LLC crossed $500M in regulatory AUM ($486.1M -> $612.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.