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ENERGY IMPACT PARTNERS LP

NEW YORK, NY · CRD 282373 · IAPD ↗ · energyimpactpartners.com · 212-899-9700

$4.86BRegulatory AUM
57Advisory reps
106Employees
0Clients
n/aPlanning clients
14Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — ENERGY IMPACT PARTNERS LP notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — ENERGY IMPACT PARTNERS LP shrank from 62 to 57 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2026 — ENERGY IMPACT PARTNERS LP added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
April 2025 — ENERGY IMPACT PARTNERS LP notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — ENERGY IMPACT PARTNERS LP grew from 57 to 62 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — ENERGY IMPACT PARTNERS LP notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — ENERGY IMPACT PARTNERS LP grew from 52 to 57 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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