IMPACTFOLIO LLC
CRD #291716 SEC #801-121482 DENVER, CO 844-218-3800
SEC Registered
Total AUM
$231.7M
Discretionary
$231.7M
Employees
3
Clients
101
Accounts
509
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $231.7M | $231.7M | $0 | 3 | 6 |
| Nov 2024 | $192.7M | $192.7M | $0 | 3 | 10 |
| Feb 2024 | $192.7M | $192.7M | $0 | 3 | 10 |
| Apr 2023 | $148.5M | $148.5M | $0 | 4 | 24 |
| Feb 2023 | $148.5M | $148.5M | $0 | 4 | 24 |
| Jul 2022 | $146.3M | $146.3M | $0 | 4 | 28 |
| Feb 2022 | $146.3M | $146.3M | $0 | 4 | 28 |
| Feb 2022 | $146.3M | $146.3M | $0 | 4 | 28 |
| May 2021 | $102.5M | $102.5M | $0 | 4 | 35 |
DateFeb 2025
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees3
Clients6
DateNov 2024
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees3
Clients10
DateFeb 2024
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees3
Clients10
DateApr 2023
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees4
Clients24
DateFeb 2023
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees4
Clients24
DateJul 2022
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees4
Clients28
DateFeb 2022
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees4
Clients28
DateFeb 2022
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees4
Clients28
DateMay 2021
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees4
Clients35