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ImpactAdvisor
IMPACTADVISOR LLC is a state-registered investment adviser in San Francisco, CA. The firm manages $86 million in assets, $60 million on a discretionary basis.
Overview
IMPACTADVISOR LLC is a state-registered investment adviser in San Francisco, CA. The firm manages $86 million in assets, $60 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
City
San Francisco
Frequently asked questions
How does ImpactAdvisor source proprietary deal flow?
ImpactAdvisor sources direct-investment opportunities in climate, affordable housing, and community development through its network of impact fund managers, development finance institutions, and community development financial institutions. The firm does not operate a dedicated venture-capital or private-equity team.
What investment stages does ImpactAdvisor typically target?
ImpactAdvisor targets growth-stage and mature-stage companies and projects where impact metrics can be measured and reported. The firm avoids early-stage venture capital, as the illiquidity and long duration of nascent companies conflict with typical client liquidity needs.
Which sectors does ImpactAdvisor explicitly avoid?
ImpactAdvisor avoids fossil fuels, tobacco, gambling, weapons, and predatory lending in all client portfolios. It also avoids sectors that lack credible impact-measurement frameworks, such as generic technology or consumer goods without a specific social or environmental thesis.
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