IMPACT INVESTMENT ADVISER LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 149929
- Registered since
- May 15, 2009
- Website
- impactcapital.net
- 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
FINTRXOverview
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
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 3MICHAEL 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 1STEPHANIE TIRMAN
Managing DirectorCRD 5661137
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
SF EQUITY PARTNERS MANAGEMENT, LLC
RIASAN FRANCISCO, CA
AVALON GLOBAL ASSET MANAGEMENT LLC
RIASAN FRANCISCO, CA
JACKSON SQUARE CAPITAL, LLC
RIASAN FRANCISCO, CA
FREC
RIASAN FRANCISCO, CA
PIER 88 INVESTMENT PARTNERS, LLC
RIASAN FRANCISCO, CA
CABLE CAR CAPITAL, LP
RIASAN FRANCISCO, CA