Falists
← Back to search

IMPACT INVESTMENT ADVISER LLC

CRD 149929 · SEC 801-70153

Visit website

450 SANSOME STREET, SUITE 1000, SAN FRANCISCO, CA, 94111, United States

Phone

415-981-1074

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$558.5M

Discretionary AUM

$558.5M

Team

16 total employees; 8 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; EXPENSE REIMBURSEMENTS

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Pooled investment vehicles5$546.5M
Insurance companies5$12.0M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD