Impact Engine

RIASEC RegisteredEst. 2023
Total AUM
$247M
Discretionary
$154M
62% of AUM
Avg account
$30.9M
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 positioned as a multifaceted manager that focuses on privately placed investments, operating primarily through pooled vehicles for institutional clients. The firm is organized as a private equity and venture capital manager and is SEC-registered as of 2023. Ownership is described as a combination of a domestic entity and an individual, and the firm is not structured as a capital allocator. Its advisory activity centers on portfolio management for pooled investment vehicles, and the firm also acts as sponsor, general partner, or managing member of those vehicles. Fee arrangements combine a percentage-of-assets model with performance-based fees. Impact Engine identifies as an active ESG investor, indicating ESG considerations are integrated into its investment approach.

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

    Priya Parrish

    Partner, Chief Investment OfficerCRD 7114786

  • Jessica Yagan

    Jessica Yagan

    Partner, CEOCRD 7114782

Contacts

3 of 4
  • Roger Liew

    Roger Liew

    PartnerCRD 7114784

  • Linda Darragh

    Linda Darragh

    Board MemberCRD 7114829

  • Tasha Seitz

    Tasha Seitz

    PartnerCRD 6040880

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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