Calvert Impact Advisory Services, LLC

Overview

Calvert Impact Advisory Services, LLC is registered as an institutional RIA (SEC registration in 2023) that provides portfolio management for pooled investment vehicles. The firm serves institutional clients and is organized as a limited liability company with ownership described as a domestic entity and an individual. It does not position itself as a capital allocator and is not identified as an active ESG investor in the source data. Commercially, the adviser functions as sponsor, general partner, and managing member of pooled investment vehicles, which indicates it both creates and manages pooled structures rather than acting solely as an external allocator. Its fee arrangements include a percentage-of-AUM component and the possibility of performance-based fees.

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