IMPACTFI

IMPACTFI is an SEC-registered investment adviser (CRD 319086). Regulatory assets under management: $28.9M.

Registration

• CRD: 319086
• Type: Registered investment adviser
• Phone: 415-907-7112
• Latest filing: 2026-03-26
• Regulatory AUM: $28.9M
• Discretionary AUM: $15.6M
• Non-discretionary AUM: $13.3M
• Clients: 1
• Accounts: 79

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319086 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search