CAPITAL IMPACT ADVISORS, LLC
Legal name: CAPITAL IMPACT ADVISORS
CRD #168313 SEC #801-78345 BOSTON, MA 617-279-0045
SEC Registered
Total AUM
$201.2M
Discretionary
$201.2M
Employees
5
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $201.2M | $201.2M | $0 | 5 | 0 |
| Mar 2024 | $170.7M | $170.7M | $0 | 6 | 0 |
| Nov 2023 | $155M | $155M | $0 | 6 | 0 |
| Mar 2023 | $155M | $155M | $0 | 6 | 0 |
| Jun 2022 | $301.1M | $301.1M | $0 | 7 | 0 |
| Mar 2022 | $301.1M | $301.1M | $0 | 7 | 0 |
| Mar 2021 | $625.5M | $625.5M | $0 | 9 | 0 |
| Mar 2020 | $399.6M | $399.6M | $0 | 5 | 0 |
| Oct 2019 | $312.1M | $312.1M | $0 | 8 | 0 |
| Jun 2019 | $312.1M | $312.1M | $0 | 8 | 0 |
| Mar 2019 | $312.1M | $312.1M | $0 | 8 | 0 |
| Mar 2018 | $295.9M | $295.9M | $0 | 5 | 0 |
| Mar 2017 | $247.7M | $247.7M | $0 | 5 | 1 |
| Mar 2016 | $210.6M | $210.6M | $0 | 5 | 1 |
| Mar 2015 | $215.4M | $215.4M | $0 | 5 | 1 |
| Apr 2014 | $127.2M | $127.2M | $0 | 3 | 1 |
| Nov 2013 | $100M | $100M | $0 | 3 | 1 |
| Sep 2013 | $100M | $100M | $0 | 3 | 1 |
| Jul 2013 | $100M | $100M | $0 | 3 | 1 |
| Jul 2013 | $100M | $100M | $0 | 3 | 1 |
| Jul 2013 | $100M | $100M | $0 | 3 | 1 |
DateMar 2025
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$301.1M
Discretionary$301.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$301.1M
Discretionary$301.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$625.5M
Discretionary$625.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$399.6M
Discretionary$399.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2019
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$247.7M
Discretionary$247.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$215.4M
Discretionary$215.4M
Non-Disc.$0
Employees5
Clients1
DateApr 2014
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees3
Clients1
DateNov 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1
DateSep 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1
DateJul 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1
DateJul 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1
DateJul 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients1