IMPACTADVISOR LLC

IMPACTADVISOR LLC of SF, CA is an SEC-registered investment adviser (CRD 175155). Regulatory assets under management: $85.8M.

Registration

• CRD: 175155
• Type: Registered investment adviser
• Location: 2030 UNION ST, SF, CA, 94123
• Phone: 650-200-0028
• Latest filing: 2026-07-22
• Regulatory AUM: $85.8M
• Discretionary AUM: $60.4M
• Non-discretionary AUM: $25.4M
• Clients: 3
• Accounts: 195

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175155 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search