SAN FRANCISCO, CACRD 149929Latest ADV March 13, 2026
Impact Investment Adviser LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 13, 2026, reports $559M in regulatory assets under management, 16 employees, and 10 accounts.
Assets Under Management
$559M
Employees
16
Offices
--
Total Clients
10
Primary office
SAN FRANCISCO, CA
450 SANSOME STREET, SUITE 1000, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
5
2
Insurance Cos.
50.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$559Mas of March 13, 2026
Discretionary100.0%
$559M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$559M
Total Accounts10
10Y AUM Change+$222M (+65.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee1:1
10Y Employee Change+9 (+128.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.