ACCION IMPACT MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$262M
Discretionary
$262M
100% of AUM
Avg account
$52.4M
Accounts
5
Employees
21
Advisory reps
5

Firm details

Headquarters
Washington, District of Columbia
CRD number
319191
Registered since
May 6, 2022
Custodians
KOTAK MAHINDRA, INC.
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles90.84%
  • Charitable Organizations9.16%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Accion Impact Management LLC is an SEC-registered LLC that functions as a fund manager focused on private investment strategies. The firm is classified across private equity and venture capital activities and describes itself as a multifaceted fund manager. Its client base is institutional, and its advisory work centers on managing pooled investment vehicles and providing portfolio management services to businesses and institutions. Fees are charged as a percentage of assets under management and through other arrangements. The firm is not identified as an active ESG investor and is not marked as a multi-state adviser. Accion also operates in sponsor and general partner roles for pooled vehicles, reflecting a direct manager/sponsor orientation rather than acting primarily as a third‑party allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • PAULO SILVA

    Chief Financial OfficerCRD 5682261

  • JOHN FISCHER

    Chief Investment OfficerCRD 6049805

  • MICHAEL SCHLEIN

    President and CEOCRD 1320239

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Contacts

1 of 1
  • ESTEBAN ALTSCHUL

    PresidentCRD 6049698

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1101 15th St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth