RIA Intelligence

CALVERT IMPACT ADVISORY SERVICES, LLC

CRD #326022 SEC #801-128731 BETHESDA, MD 1-800-248-0337
SEC Registered Private Funds
Total AUM
$174.6M
Discretionary
$174.6M
Employees
78
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRECHT, ROBERT, MARVINICHIEF COMPLIANCE OFFICERNA Control
LIU, EMMELINE, SHU-TEHISECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
LIU, EMMELINE, SHU-TEHISECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
LIU, EMMELINE, SHU-TEHISECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
LIU, EMMELINE, SHU-TEHISECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
Liu, EmmelineISECRETARY AND CHIEF COMPLIANCE OFFICERNA Control
PRYCE, JENNIFERIPRESIDENTNA Control
PRYCE, JENNIFERIPRESIDENTNA Control
PRYCE, JENNIFERIPRESIDENTNA Control
PRYCE, JENNIFERIPRESIDENTNA Control
PRYCE, JENNIFERIPRESIDENTNA Control
PRYCE, JENNIFERIPRESIDENTNA Control
STROCHER, DEREK, MICHAELITREASURERNA Control
STROCHER, DEREK, MICHAELITREASURERNA Control
STROCHER, DEREK, MICHAELITREASURERNA Control
STROCHER, DEREK, MICHAELITREASURERNA Control
STROCHER, DEREK, MICHAELITREASURERNA Control
Strocher, DerekITREASURERNA Control
CALVERT IMPACT, INC.DEMEMBERE Control
CALVERT IMPACT, INC.DEMEMBERE Control
CALVERT IMPACT, INC.DEMEMBERE Control
CALVERT IMPACT, INC.DEMEMBERE Control
CALVERT IMPACT, INC.DEMEMBERE Control
CALVERT IMPACT, INC.DEMEMBERE Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (1)

MD

Address

7550 WISCONSIN AVENUE, 8TH FLOOR
BETHESDA, MD 20814
United States
Phone: 1-800-248-0337