← Directory
IMPACT INVESTMENT ADVISER LLC
CRD 149929File 801-70153
APPROVED
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$558.5M
Above cohort median (national)
Discretionary AUM
$558.5M
Clients
10
10 accounts
Employees
16
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 15, 2009
- Principal office
- 450 SANSOME STREET, SUITE 1000, SAN FRANCISCO, CA, 94111
- Phone
- 415-981-1074
- Website
- HTTP://WWW.IMPACTCAPITAL.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $558.5M
- Discretionary AUM
- $558.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- $55.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 5 | $12.0M |
| Pooled investment vehicles | 5 | $546.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — EXPENSE REIMBURSEMENTS
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.