# ImpactAdvisor

ImpactAdvisor is a RIA based in San Francisco.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Francisco
- **Assets under management:** Undisclosed
- **Website:** impactadvisor.com
- **LinkedIn:** https://www.linkedin.com/company/impactadvisor

## Regulatory record

- **CRD number:** 175155
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175155

## About

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.

## 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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Last updated: 2026-07-11T02:36:50.000Z

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