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CAPITAL IMPACT ADVISORS

BOSTON, MA · CRD 168313 · IAPD ↗ · ershares.com · 617-279-0045

$1.49BRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — CAPITAL IMPACT ADVISORS crossed $1B in regulatory AUM ($201.2M -> $1.49B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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