IMPACT INVESTMENT ADVISER LLC
CRD #149929 SEC #801-70153 SAN FRANCISCO, CA 415-981-1074
SEC Registered
Total AUM
$741.9M
Discretionary
$741.9M
Employees
17
Clients
0
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $741.9M | $741.9M | $0 | 17 | 0 |
| Mar 2024 | $612.2M | $612.2M | $0 | 15 | 0 |
| Mar 2023 | $486.1M | $486.1M | $0 | 15 | 0 |
| Mar 2022 | $417M | $417M | $0 | 11 | 0 |
| Mar 2021 | $307.3M | $307.3M | $0 | 11 | 0 |
| Sep 2020 | $342.2M | $342.2M | $0 | 10 | 0 |
| Aug 2020 | $342.2M | $342.2M | $0 | 10 | 0 |
| Mar 2020 | $342.2M | $342.2M | $0 | 10 | 0 |
| Sep 2019 | $293.8M | $293.8M | $0 | 9 | 0 |
| Mar 2019 | $293.8M | $293.8M | $0 | 9 | 0 |
| May 2018 | $349.5M | $349.5M | $0 | 9 | 0 |
| Mar 2018 | $349.5M | $349.5M | $0 | 9 | 0 |
| Sep 2017 | $336.7M | $336.7M | $0 | 7 | 1 |
| Mar 2017 | $336.7M | $336.7M | $0 | 7 | 1 |
| Mar 2016 | $268.5M | $268.5M | $0 | 6 | 1 |
| Dec 2015 | $342.2M | $342.2M | $0 | 7 | 11 |
| Jun 2015 | $342.2M | $342.2M | $0 | 8 | 11 |
| Mar 2015 | $342.2M | $342.2M | $0 | 8 | 11 |
| Jul 2014 | $528.5M | $528.5M | $0 | 8 | 11 |
| Mar 2014 | $528.5M | $528.5M | $0 | 8 | 11 |
| Aug 2013 | $482M | $482M | $0 | 8 | 11 |
| May 2013 | $482M | $482M | $0 | 8 | 11 |
| Apr 2013 | $482M | $482M | $0 | 8 | 11 |
| Jan 2013 | $410.8M | $410.8M | $0 | 7 | 11 |
| Aug 2012 | $410.8M | $410.8M | $0 | 6 | 11 |
| Mar 2012 | $410.8M | $410.8M | $0 | 6 | 11 |
| Aug 2011 | $563.1M | $563.1M | $0 | 10 | -- |
| Mar 2011 | $563.1M | $563.1M | $0 | 10 | -- |
| Apr 2009 | $405.3M | $405.3M | $0 | 10 | -- |
DateMar 2025
Total AUM$741.9M
Discretionary$741.9M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$612.2M
Discretionary$612.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$486.1M
Discretionary$486.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$417M
Discretionary$417M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$307.3M
Discretionary$307.3M
Non-Disc.$0
Employees11
Clients0
DateSep 2020
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees10
Clients0
DateAug 2020
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees10
Clients0
DateSep 2019
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees9
Clients0
DateMay 2018
Total AUM$349.5M
Discretionary$349.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$349.5M
Discretionary$349.5M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$336.7M
Discretionary$336.7M
Non-Disc.$0
Employees7
Clients1
DateMar 2017
Total AUM$336.7M
Discretionary$336.7M
Non-Disc.$0
Employees7
Clients1
DateMar 2016
Total AUM$268.5M
Discretionary$268.5M
Non-Disc.$0
Employees6
Clients1
DateDec 2015
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees7
Clients11
DateJun 2015
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees8
Clients11
DateMar 2015
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees8
Clients11
DateJul 2014
Total AUM$528.5M
Discretionary$528.5M
Non-Disc.$0
Employees8
Clients11
DateMar 2014
Total AUM$528.5M
Discretionary$528.5M
Non-Disc.$0
Employees8
Clients11
DateAug 2013
Total AUM$482M
Discretionary$482M
Non-Disc.$0
Employees8
Clients11
DateMay 2013
Total AUM$482M
Discretionary$482M
Non-Disc.$0
Employees8
Clients11
DateApr 2013
Total AUM$482M
Discretionary$482M
Non-Disc.$0
Employees8
Clients11
DateJan 2013
Total AUM$410.8M
Discretionary$410.8M
Non-Disc.$0
Employees7
Clients11
DateAug 2012
Total AUM$410.8M
Discretionary$410.8M
Non-Disc.$0
Employees6
Clients11
DateMar 2012
Total AUM$410.8M
Discretionary$410.8M
Non-Disc.$0
Employees6
Clients11
DateAug 2011
Total AUM$563.1M
Discretionary$563.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$563.1M
Discretionary$563.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$405.3M
Discretionary$405.3M
Non-Disc.$0
Employees10
Clients--