Firm profile

ACCION IMPACT MANAGEMENT LLC

WASHINGTON, DCCRD 319191Latest ADV March 28, 2026

Accion Impact Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Washington, DC. Its latest Form ADV filing, dated March 28, 2026, reports $262M in regulatory assets under management, 21 employees, 1 office, and 5 accounts.

Assets Under Management
$262M
Employees
21
Offices
1 office
Total Clients
5
Primary office
WASHINGTON, DC
1101 15TH ST. NW, SUITE 400, WASHINGTON, DC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJavier E. Castro

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 80.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
80.0%
4
2
Charitable
20.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$262Mas of March 28, 2026
Discretionary100.0%
$262M
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$262M
Total Accounts5
10Y AUM Change+$262M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees21
Clients per Employee0:1
10Y Employee Change+14 (+200.0%)

* 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.