IMPACT INVESTMENT ADVISER LLC

RIASEC RegisteredEst. 2009
Total AUM
$559M
Discretionary
$559M
100% of AUM
Avg account
$55.9M
Accounts
10
Employees
16
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
149929
Registered since
May 15, 2009
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Pooled Investment Vehicles97.85%
  • Insurance Companies2.15%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Impact Investment Adviser LLC is a small, institutionally focused investment adviser that has operated as an SEC‑registered limited liability company since 2009. The firm acts as a capital allocator for a concentrated set of institutional clients, providing portfolio management for pooled investment vehicles and for businesses or institutions, and serving as the selector of other advisers when specialized capability is required. It also functions as a sponsor, general partner and managing member of pooled investment vehicles, indicating the firm both structures vehicles and places capital into them. Investment activity centers on equity exposures delivered through exchange‑traded equities and ETFs, supplemented by direct and fund‑level allocations to private markets. The adviser is not an active ESG investor and maintains a single‑state, single‑office operating footprint. Its fee arrangements are a mix of percentage of AUM, fixed fees and other structures, consistent with servicing institutional mandates and pooled vehicle economics.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • MICHAEL LOHMEIER

    Chief Investment OfficerCRD 6857744

  • JEFFREY BRENNER

    President, Chief Executive OfficerCRD 6171139

  • ELIZABETH KANG

    General Counsel, Secretary and Chief Compliance OfficerCRD 7183925

Contacts

1 of 1
  • STEPHANIE TIRMAN

    Managing DirectorCRD 5661137

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
450 Sansome St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth