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ACCION IMPACT MANAGEMENT LLC
CRD 319191File 801-124983
APPROVED
Custody
Filing as of Mar 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$262.2M
Below cohort median (national)
Discretionary AUM
$262.2M
Clients
5
5 accounts
Employees
21
Bottom 25% of cohort in DC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 6, 2022
- Principal office
- 1101 15TH ST. NW, SUITE 400, WASHINGTON, DC, 20005
- Phone
- 202-813-9844
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $262.2M
- Discretionary AUM
- $262.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $52.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $24.0M |
| Pooled investment vehicles | 4 | $238.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CARRIED INTEREST
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 21 | decreased by2 |
| Apr 1, 2026 | Clients | 4 | 5 | increased by1 |
| Apr 1, 2026 | AUM | $261,527,343 | $262,203,117 | increased by$675,774 |
| Apr 1, 2026 | Accounts | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 23 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 4 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $107,500,000 | $261,527,343 | increased by$154,027,343 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 4 | increased by3 |
| Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Sep 1, 2022 | Employees | 7 | 13 | increased by6 |
| Sep 1, 2022 | AUM | $0 | $107,500,000 | increased by$107,500,000 |
| Sep 1, 2022 | Accounts | 0 | 1 | increased by1 |
| Jun 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCION IMPACT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCION IMPACT” may also match similarly-named firms). Confirm identity against each filing.
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.