ARCTARIS IMPACT INVESTORS
Firm details
- Headquarters
- WELLESLEY, Massachusetts
- CRD number
- 306898
- Registered since
- July 30, 2021
- Website
- www.arctaris.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Arctaris Impact Investors is a privately held LLC that operates as an investment sponsor and manager of pooled vehicles for institutional clients. The firm is SEC-registered (since 2021) and classifies itself as an "other fund provider" rather than a traditional capital allocator. Its core business activities combine portfolio management for pooled investment vehicles with financial product distribution; the firm also serves as an adviser, sponsor and general partner or managing member for the funds it runs. Fee arrangements include asset-based charges and performance-linked fees in addition to other fee components. Arctaris does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ALAN HALFENGER
General Counsel and Chief Compliance OfficerCRD 1715234
Contacts
3 of 4PATRICK MULLEN
Vice President, ConsultantCRD 5686621
Nihar Sait
PrincipalCRD 6657457
Jonathan Tower
Managing PartnerCRD 7244422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WELLESLEY, MA
NORFOLK
Location
WELLESLEY, MA
Headquartered in WELLESLEY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 20 William St
- Time zone
- ET (UTC-5)
- Office locations
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