The IMPACT INVESTORS is a privately held investment adviser that advises $326.91mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. IMPACT INVESTORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 47.49% over the last 5-years.
The Group has been registered with the SEC for 6.37 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 7960 SOQUEL DR #264, SANTA CRUZ, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 9 investment and 1 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $326.91mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 17 other accounts. Assets of High Net Worth Individuals clients own $182.78mn or 55.91% of Total Assets and Individuals own $97.3mn or 29.76% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
IMPACT INVESTORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.