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IMPACT CAPITAL PARTNERS LLC
CRD 329616 · SEC 801-129440
8101 E PRENTICE AVE, SUITE 1080, GREENWOOD VILLAGE, CO, 80111, United States
Phone
888-304-6722
Fax
720-995-7090
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$625.6M
Discretionary AUM
$602.0M
Team
5 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $26.7M |
| High net worth individuals | 177 | $585.2M |
States served
AZ, CA, CO, KS, LA, MI, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD