Impact Investment Adviser LLC
Impact Investment Adviser LLC is an SEC-registered ria in San Francisco, CA with $558.5M assets under management (AUM, regulatory AUM), -25% over one year. See who owns Impact Investment Adviser LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149929, SEC 801-70153, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $558.5M (2026-03-13)
- Firm type
- Ria
- Location
- San Francisco, CA
- Employees
- 16
- Clients
- 5
- CRD
- 149929
- Ownership
- IMPACT COMMUNITY CAPITAL LLC; RIGDON, KEVIN; SHEEHY, DANIEL, F; CHANG, JEAN, JUNGSOOK; TIRMAN, STEPHANIE
How much AUM does Impact Investment Adviser LLC have?
Impact Investment Adviser LLC reported $558.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Impact Investment Adviser LLC?
Disclosed owners and executives of Impact Investment Adviser LLC include IMPACT COMMUNITY CAPITAL LLC, RIGDON, KEVIN, SHEEHY, DANIEL, F, CHANG, JEAN, JUNGSOOK, TIRMAN, STEPHANIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.