IMPACT ENGINE

RIASEC RegisteredEst. 2023
Total AUM
$244M
Discretionary
$151M
62% of AUM
Avg account
$30.6M
Accounts
8
Employees
9
Advisory reps
6

Firm details

Headquarters
CHICAGO, Illinois
CRD number
304022
Registered since
August 16, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Impact Engine is structured as a manager of pooled investment vehicles that combines private equity and venture capital activity with multi-role fund management. Registered with the SEC in 2023 and organized as a domestic entity/individual ownership model, the firm serves institutional clients and charges a mix of asset‑based fees and performance fees. Its advisory mandate centers on portfolio management for pooled vehicles, and the firm also acts as sponsor, general partner, and managing member for those vehicles. Impact Engine identifies as an active ESG investor, indicating that environmental, social, and governance criteria factor into its investment decisions.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Priya Parrish

    Partner, Chief Investment OfficerCRD 7114786

  • Jessica Yagan

    Partner, CEOCRD 7114782

Contacts

3 of 4
  • Roger Liew

    PartnerCRD 7114784

  • Linda Darragh

    Board MemberCRD 7114829

  • TASHA SEITZ

    PartnerCRD 6040880

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
350 N Orleans St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth