Data / Investment advisers / California / Impact Investment Adviser LLC
Impact Investment Adviser LLC, San Francisco, CA: $559 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Impact Investment Adviser LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $559 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include pooled investment vehicles and insurance companies. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Impact Investment Adviser LLC (CRD number 149929): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 149929
- SEC file number
- 801-70153
- SEC status
- Approved, effective May 15, 2009
- Main office
- 450 Sansome Street Suite 1000, San Francisco, CA 94111
- Phone
- (415) 981-1074
- Website
- impactcapital.net
- Regulatory AUM
- $558,516,416 in the Form ADV filed March 13, 2026
- Discretionary AUM
- $558,516,416
- Accounts
- 10
- Employees
- 16, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $546.5 million |
| Insurance companies | 5 | $12 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $558.5 million | March 13, 2026 |
| December 1, 2025 | $741.9 million | March 27, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Regis Metro Associates, Inc. | San Francisco | $617.8 million | 2 | adviserinfo.sec.gov |
| Bay Hills Capital Management, LLC | San Francisco | $569.8 million | 14 | adviserinfo.sec.gov |
| Pier 88 Investment Partners, LLC | San Francisco | $568 million | 7 | adviserinfo.sec.gov |
| Frec | San Francisco | $567.2 million | Not listed | adviserinfo.sec.gov |
| Jackson Square Capital, LLC | San Francisco | $564.3 million | Not listed | adviserinfo.sec.gov |
| SF Equity Partners Management, LLC | San Francisco | $556 million | 7 | adviserinfo.sec.gov |
| Avalon Global Asset Management LLC | San Francisco | $553.8 million | 2 | adviserinfo.sec.gov |
| Cable Car Capital, LP | San Francisco | $548.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Impact Investment Adviser LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.