Impact Investment Adviser LLC

Fee-Only (% of Portfolio)Fixed/Hourly

IMPACT Investment Adviser (IIA) focuses on managing institutional investments that aim to create positive social impact and competitive returns. IIA's investments finance affordable housing, healthcare, childcare, and small business growth in low-income communities. IIA offers investment opportunities through Funds and Separate Accounts, each following an established strategy and investment mandate. IIA is a wholly-owned subsidiary of IMPACT Community Capital LLC.

Assets Under Management$740M
Clients9
AdvisorsN/A
Avg. per Client$82M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

IMPACT Investment Adviser (IIA) receives management fees from clients based on a percentage of capital commitments, invested capital, or the value of assets managed. Fees vary depending on the investment mandate, services performed, and account size. IIA may also receive origination, extension, and breakage fees. Fees are generally payable quarterly, either in advance or in arrears, as specified in the client's documents.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.