Capital Impact Advisors
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 168313
- Registered since
- July 30, 2013
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Capital Impact Advisors is an SEC-registered limited liability company that operates as an institutional registered investment adviser. Founded (or SEC-registered) in 2013, the firm serves institutional clients and charges fees as a percentage of assets under management. Its principal advisory activity is providing portfolio management services for investment companies. The firm identifies itself as an active ESG investor and lists no role as a pension consultant or multi-state adviser; it is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 3
Joel Shulman
Founder, Managing Director & Chief Investment OfficerCRD 2267287
Eva Adosoglou
Chief Operating OfficerCRD 7358297
Mihai Prisacariu
Chief Compliance OfficerCRD 7134482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, 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
- Suffolk
- Address
- 175 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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