Impact Investment Adviser LLC is a large advisory firm based in San Francisco. It manages $293.77 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Impact Investment Adviser provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Impact Investment Adviser LLC is $293.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Impact Investment Adviser LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Daniel F Sheehy is pooled investment vehicles with 5 clients and $293.77 million of assets under management. Among the 8 most similar advisory firms, Impact Investment Adviser has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $293.77 million for 5 clients. None of the firm’s clients are foreign persons or businesses.
Impact Investment Adviser also advises several private funds. Namely, one real estate fund and one private equity fund.
The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Daniel F Sheehy has been acting as President since 1 Mar 2009. Jeffrey Edmond Brenner has served as the Chief Investment Officer since 1 May 2012. Elizabeth Eunseo Kang joined the executive team most recently as the Chief Compliance Officer, General Counsel, & Secretary.
The principal office where Impact Investment Adviser LLC performs its advisory services is located at 100 Pine Street, San Francisco, CA 94111 5229, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-981-1074 or by fax 415-981-1087. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.