ARCTARIS IMPACT INVESTORS

RIASEC RegisteredEst. 2021
Total AUM
$347M
Discretionary
$347M
100% of AUM
Avg account
$57.9M
Accounts
6
Employees
24
Advisory reps
5

Firm details

Headquarters
WELLESLEY, Massachusetts
CRD number
306898
Registered since
July 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

Owners & executives

1 of 1
  • ALAN HALFENGER

    General Counsel and Chief Compliance OfficerCRD 1715234

Contacts

3 of 4
  • PATRICK MULLEN

    Vice President, ConsultantCRD 5686621

  • Nihar Sait

    PrincipalCRD 6657457

  • Jonathan Tower

    Managing PartnerCRD 7244422

Unlock 1 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth