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 a U.S.-based limited liability company that provides portfolio management services to institutional clients, with a focus on investment vehicles for investment companies. The firm has been SEC-registered since 2013 and charges fees as a percentage of assets under management. It identifies as an active ESG investor and is structured to serve institutional mandates rather than retail households. The firm is not positioned as a capital allocator and does not act as a multi-state adviser.
Assets & Accounts
Public Holdings
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
3 of 3JOEL 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
Similar firms
TA REALTY LLC
RIABOSTON, MA
PAR CAPITAL MANAGEMENT, INC.
RIABOSTON, MA
CLOUGH CAPITAL PARTNERS, LP
RIABOSTON, MA
CATHOLIC INVESTMENT SERVICES, INC.
RIABOSTON, MA
ICAPITAL, LLC
RIABOSTON, MA
DIAMETRIC CAPITAL, LP
RIABOSTON, MA