Asset ManagerRIA · CRD 319086SEC-Registered

Updated:

IMPACTFI

IMPACTFI is an SEC-registered investment adviser in San Francisco, CA. The firm manages $29 million in regulatory assets, $16 million on a discretionary basis.

IMPACTFI

IMPACTFI is an SEC-registered investment adviser in San Francisco, CA. The firm manages $29 million in regulatory assets, $16 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Sector focus

EnvironmentalSocialGovernanceImpact Investing

Frequently asked questions

How does IMPACTFI source its deals?

IMPACTFI does not publicly detail its sourcing process. The firm's focus on impact themes suggests partnerships with governments, development finance institutions, and other impact investors, but no specific proprietary sourcing strategy has been disclosed in public records.

What investment stages does IMPACTFI typically target?

The firm has not publicly specified targeted investment stages. Given its impact focus, it may operate across growth equity, infrastructure, and project finance, but no official guidance on stage preference is available.

Is IMPACTFI a single-family office or an institutional asset manager?

IMPACTFI describes itself as an impact investment firm. Its structure suggests an asset manager or advisory entity rather than a single-family office, but no confirmed classification exists in public sources.

What sectors does IMPACTFI focus on?

Sectors include renewable energy, sustainable infrastructure, social enterprises, and other areas aligned with the UN Sustainable Development Goals (per the firm's website). No exclusions are publicly documented.

Does IMPACTFI co-invest with external partners?

IMPACTFI may co-invest with other impact-focused entities, but no specific co-investment partners or deals are named in public records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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