Impact Investors key facts
- Impact Investors is a other based in San Francisco, California with 1 tracked portfolio company.
- Notable positions include CapShift.
- The team roster lists 1 person.
About Impact Investors
Impact Investors is a wealth management firm based in San Francisco, California. Established in 2014, the firm provides individuals, families, and organizations with team-based, comprehensive financial planning, and investment advisory services. The assets are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Impact Investors portfolio at a glance
1 portfolio company is on record for Impact Investors: CapShift.
Impact Investors team
1 person is on record at Impact Investors. Senior names include Monica Miller (Portfolio Manager). 1 of them have a verified direct contact on file.
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Impact Investors at the SEC
Form ADV · 2026-03 · CRD 289028- Regulatory AUM
- —
- Private fund assets
- $9.3M
- Private funds
- 1 · 1 private equity
- Staff
- 9
- Registered office
- SAN FRANCISCO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as IMPACT INVESTORS, INC.).
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Portfolio
1 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| CapShift | — | ▮ | ▮ | ▮ |
All 1 companies — valuations, dates and lead flags are a member feature Membership and data by Private Market View | ||||
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Impact Investors
- What companies does Impact Investors invest in?
- Impact Investors has 1 recorded portfolio companies, including CapShift.
- What is Impact Investors's AUM?
- Impact Investors manages approximately $282 in assets.