Geetu Sharma is a registered investment advisor at 95 Impact Partners, LLC, based in Edina, MN, with 7 years of industry experience. Geetu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 1 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual management fee is 1.25% for Founders Interests (Class F) and 1.75% for Standard Term Interests (Class A). The firm also receives a performance-based incentive allocation.
Fee Estimator
Location
Edina, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Geetu is the Managing Member and Chief Investment Officer of 95 Impact Partners LLC. This activity takes about half of her time.
Employment History
Current Registrations
95 Impact Partners, LLC
Alphasfuture LLC
State Registrations1 state
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