Investment adviser · CRD 324374
IMPACT INVESTMENTS
Investment adviser filing (IA)
IMPACT INVESTMENT MANAGEMENT PBC
· Form ADV filed Dec 21, 2022
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | Not reported | Not reported |
| High-net-worth individuals | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1695683 · Dec 21, 2022 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 21, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Subscription
Principal office
CRD 324374
Filing source
Form ADV 1695683 · Dec 21, 2022 · 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.