Investment adviser · CRD 306898

ARCTARIS IMPACT INVESTORS

Investment adviser filing (IA)

ARCTARIS IMPACT INVESTORS, LLC

WELLESLEY, MA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $347M
Client accounts: 6
Employees: 24
Advisory professionals: 15

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	8	$347,298,770	100.0%

Filing source

Form ADV 2043996 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ARCTARIS OPPORTUNITY ZONE FUND 2022, LLCOther Private Fund · Last reported Mar 31, 2026$111MGross asset value

Form D fundraising filings

Arctaris Opportunity Zone Fund 2022, LLC

Fund administrator JTC AMERICAS, FORMERLY NES FINANCIAL BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian BANK UNITED TA, Florida, United States Related to adviser: No

Custodian CAMBRIDGE SAVINGS BANK CAMBRIDGE, Massachusetts, United States Related to adviser: No

Custodian PNC BANK, PITTSBURGH, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-1061017805
Reported beneficial owners: 50
Minimum commitment: $1M
Form D file number: 021-452412

Form ADV 2043996 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ARCTARIS OPPORTUNITY ZONE FUND 2020, LLCOther Private Fund · Last reported Mar 31, 2026$102MGross asset value

Fund administrator JTC AMERICAS, FORMERLY NES FINANCIAL BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian BANK UNITED TAMPA, Florida, United States Related to adviser: No

Custodian PNC BANK, NA PITTSBURGH, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-8413828648
Reported beneficial owners: 65
Minimum commitment: $1M
Form D file number: 021-353421

Form ADV 2043996 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ARCTARIS OPPORTUNITY ZONE FUND 2019, LLCOther Private Fund · Last reported Mar 31, 2026$72.2MGross asset value

Form D fundraising filings

Arctaris Opportunity Zone Fund I, LLC

Fund administrator JTC AMERICAS, FORMERLY NES FINANCIAL BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian BANK UNITED TAMPA, Florida, United States Related to adviser: No

Custodian PNC BANK, NA PITTSBURGH, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-1314729830
Reported beneficial owners: 45
Minimum commitment: $1M
Form D file number: 021-353421

Form ADV 2043996 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ARCTARIS IMPACT FUND, LPOther Private Fund · Last reported Mar 31, 2026$46MGross asset value

Form D fundraising filings

Arctaris Impact Fund, LP

Fund administrator JTC AMERICAS, FORMERLY NES FINANCIAL ROCKLAND, Maryland, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian CAMBRIDGE SAVINGS BANK WELLESLEY, Massachusetts, United States Related to adviser: No

Custodian PNC BANK, NA PITTSBURGH, Pennsylvania, United States Related to adviser: No

Marketer INSPEREX LLC DEL RAY BEACH, Florida, United States Related to adviser: No

Marketer PICKWICK CAPITAL PARTNERS WHITE PLAINS, New York, United States Related to adviser: No

Marketer REGIMENT SECURITIES, LLC. NEWTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

REGIMENT SECURITIES, LLC.
CRD 311302 · SEC 8-70607

Fund details & source

Fund ID: 805-5699471745
Reported beneficial owners: 14
Minimum commitment: $1M
Form D file number: 021-318665

Form ADV 2043996 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ARCTARIS OPPORTUNITY ZONE FUND 2024, LLCOther Private Fund · Last reported Mar 31, 2026$14.6MGross asset value

Fund administrator JTC AMERICAS, FORMERLY NES FINANCIAL BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP BOSTON, Massachusetts, United States

Custodian CAMBRIDGE SAVINGS BANK CAMBRIDGE, Massachusetts, United States Related to adviser: No

Custodian PNC BANK, NA PITTSBURGH, Pennsylvania, United States Related to adviser: No

Marketer LAYTON ROAD GROUP GLADSTONE, New Jersey, United States Related to adviser: No

Marketer NORTH CAPITAL NEWTON, Massachusetts, United States Related to adviser: No

Marketer PICKWICK CAPITAL PARTNERS WHITE PLAINS, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

NORTH CAPITAL
CRD 148802 · SEC 801-110598

Fund details & source

Fund ID: 805-8765816949
Reported beneficial owners: 15
Minimum commitment: $1M

Form ADV 2043996 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ARCTARIS ROYALTY VENTURES CO-INVESTMENT FUND LIMITED PARTNERSHIPOther Private Fund · Last reported Mar 31, 2026$888KGross asset value

Form D fundraising filings

Arctaris Royalty Ventures Co-Investment Limited Partnership

Custodian INSPIRA FINANCIAL, FORMERLY MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Custodian PNC BANK, NA PITTSBURGH, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-8329986352
Reported beneficial owners: 51
Minimum commitment: $1M
Form D file number: 021-229770

Form ADV 2043996 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ARCTARIS OPPORTUNITY ZONE FUND I, LLCPrivate Equity Fund · Last reported Jun 19, 2020$2.6MGross asset value

Fund administrator NES FINANCIAL SAN JOSE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP BOSTON, Massachusetts, United States

Marketer CAPLINK SECURITIES, INC HERMOSA BEACH, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

CAPLINK SECURITIES, INC
CRD 130702 · SEC 8-66379

Fund details & source

Fund ID: 805-6037750776
Reported beneficial owners: 30
Minimum commitment: $1M
Form D file number: 021-353421

Form ADV 1401440 · Jun 19, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

20 WILLIAM STREET, SUITE 200
WELLESLEY, MA, 02481, United States

CRD 306898

Filing source

Form ADV 2043996 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.