RIA Intel›Advisers›California›IMPACT INVESTORS, INC.

IMPACT INVESTORS, INC.

Advisory

N·SAN FRANCISCO, CA

Data as of Jul 23, 2026 · Source: SEC Form ADV

Total AUM

$318M

1-Year AUM Growth

+5.6%

3-Year CAGR

+3.1%

Employees

8

Assets Under Management

Total AUM$318M

Discretionary AUM$280M

Non-Discretionary AUM$38M

Discretionary %87.9%

Total Clients244

Team

Total Employees8

Investment Advisers9

Employee Growth (1Y)+100.0%

Filing History

Total Filings on Record17

First FilingFeb 19, 2020

Latest FilingJul 23, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on IMPACT INVESTORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.