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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Adosoglou, Eva | I | CHIEF OPERATING OFFICER | NA | |
| Adosoglou, Eva | I | CHIEF OPERATING OFFICER | NA | |
| Adosoglou, Eva | I | CHIEF OPERATING OFFICER | NA | |
| Adosoglou, Eva | I | CHIEF OPERATING OFFICER | NA | |
| Adosoglou, Eva | I | CHIEF OPERATING OFFICER | NA | |
| Adosoglou, Eva | I | CHIEF OPERATING OFFICER | NA | |
| Adosoglou, Eva | I | CHIEF OPERATING OFFICER | NA | |
| CRAGG, DAVID, RYAN | I | CCO | NA | Control |
| CRAGG, DAVID, RYAN | I | CCO | NA | Control |
| CRAGG, DAVID, RYAN | I | CCO | NA | Control |
| CRAGG, DAVID, RYAN | I | CCO | NA | Control |
| CRAGG, DAVID, RYAN | I | CCO | NA | Control |
| CRAGG, DAVID, RYAN | I | CCO | NA | Control |
| CRAGG, DAVID, RYAN | I | CCO | NA | Control |
| CRAGG, DAVID, RYAN | I | CCO | NA | Control |
| CRAGG, DAVID, RYAN | I | CCO | NA | Control |
| Prisacariu, Mihai, Rares | I | CHIEF COMPLIANCE OFFICER | NA | |
| Prisacariu, Mihai, Rares | I | CHIEF COMPLIANCE OFFICER | NA | |
| Prisacariu, Mihai, Rares | I | CHIEF COMPLIANCE OFFICER | NA | |
| Prisacariu, Mihai, Rares | I | CHIEF COMPLIANCE OFFICER | NA | |
| Prisacariu, Mihai, Rares | I | CHIEF COMPLIANCE OFFICER | NA | |
| Prisacariu, Mihai, Rares | I | CHIEF COMPLIANCE OFFICER | NA | |
| Prisacariu, Mihai, Rares | I | CHIEF COMPLIANCE OFFICER | NA | |
| Prisacariu, Mihai, Rares | I | CHIEF COMPLIANCE OFFICER | NA | |
| Prisacariu, Mihai, Rares | I | CHIEF COMPLIANCE OFFICER | NA | |
| Prisacariu, Mihai, Rares | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHULMAN, ALISSA, HATTIE | I | CHIEF FINANCIAL OFFICER | NA | |
| SHULMAN, ALISSA, HATTIE | I | CHIEF FINANCIAL OFFICER | NA | |
| SHULMAN, ALISSA, HATTIE | I | CHIEF FINANCIAL OFFICER | NA | |
| Shulman, Alissa | I | CCO & CFO | NA | |
| Taylor, Jessica, Sara | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING DIRECTOR | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER / FOUNDING PARTNER / CHIEF INVESTMENT OFFICER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER / FOUNDING PARTNER / CHIEF INVESTMENT OFFICER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER / FOUNDING PARTNER / CHIEF INVESTMENT OFFICER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER / FOUNDING PARTNER / CHIEF INVESTMENT OFFICER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER / FOUNDING PARTNER / CHIEF INVESTMENT OFFICER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER / FOUNDING PARTNER / CHIEF INVESTMENT OFFICER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER / FOUNDING PARTNER / CHIEF INVESTMENT OFFICER | E | Control |
| SHULMAN, JOEL, MARK | I | MANAGING MEMBER / FOUNDING PARTNER / CHIEF INVESTMENT OFFICER | E | Control |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | C | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | C | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | C | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | C | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | C | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | C | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | C | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | C | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | C | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B | |
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | DE | CAPITAL IMPACT ADVISORS, LLC | F | |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | F | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
| PENTEGRA SERVICES, INC. | DE | PENTEGRA DB PLAN FOR FINANCIAL INSTITUTIONS | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
MA
Address
175 FEDERAL STSTE 875
BOSTON, MA 02110
United States
Phone: 617-279-0045