Investment adviser · CRD 289028
IMPACT INVESTORS
Investment adviser filing (IA)
IMPACT INVESTORS, INC.
· Form ADV filed Aug 5, 2026
- Regulatory AUM
- $318M Form ADV · Item 5.F
- Client accounts
- 769 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
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 |
|---|---|---|---|
| High-net-worth individuals | 52 | $182,779,117 | 57.4% |
| Individuals | 168 | $97,295,909 | 30.6% |
| Retirement plans | 16 | $35,550,016 | 11.2% |
| Charities | Fewer than 5 | $2,038,225 | 0.6% |
| Other clients | Fewer than 5 | $564,885 | 0.2% |
Filing source
Form ADV 2123311 · Aug 5, 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HIGH IMPACT FUND IPrivate Equity Fund · Last reported Aug 5, 2026$9.25MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RICHEY MAY & CO
PCAOB 673
Fund details & source
- Fund ID
- 805-6945880559
- Reported beneficial owners
- 25
- Minimum commitment
- $500K
- Form D file number
- 021-375888
Form ADV 2123311 · Aug 5, 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.
Services & filing details
Most recent filing: Aug 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
CRD 289028
Filing source
Form ADV 2123311 · Aug 5, 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.