FERN IMPACT ADVISORS, LLC

Overview

Fern Impact Advisors, LLC is a small, independent registered investment adviser operating as a limited liability company that positions itself as a capital allocator for individual and family clients. The firm emphasizes equity exposure and active ESG considerations in its investment approach, and it combines discretionary portfolio management with financial planning and adviser selection services. Fern Impact also engages in broader industry activity—sponsoring and managing pooled investment vehicles and publishing periodic material—which suggests a hands-on approach to manager selection and thought leadership for its client base. Fee arrangements at the firm are flexible: clients can be charged a percentage of assets under management, fixed fees, or performance-based fees. The adviser lists activity as an “other financial product salesperson,” indicating it may source or distribute alternative products in addition to traditional advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices