RIA Intel›Advisers›Massachusetts›CAPITAL IMPACT ADVISORS, LLC

CAPITAL IMPACT ADVISORS, LLC

Institutional

N·BOSTON, MA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
+10.2%
3-Year CAGR
-35.2%
Employees
4
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingJul 11, 2013
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 20 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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