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IMPACT ENGINE

Legal name: IMPACT ENGINE MANAGEMENT, PBC

CRD 304022File 801-128444
APPROVED
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$246.8M
Below cohort median (national)
Discretionary AUM
$153.6M
Non-discretionary $93.2M
Clients
8
8 accounts
Employees
9
Below cohort median in IL

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
CHRO
Registration date
Aug 16, 2023
Principal office
350 N ORLEANS STREET, SUITE 9000N, CHICAGO, IL, 60654
Phone
872-228-5197

Assets & accounts

ADV Item 5F
Total regulatory AUM
$246.8M
Discretionary AUM
$153.6M
Non-discretionary AUM
$93.2M
Discretionary accounts
6
Non-discretionary accounts
2
Total accounts
8
AUM per client
$30.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles8$246.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.