Impact Investment Adviser LLC
● SEC registered since 2009CRD 149929SEC# 801-70153San Francisco, CA
Reg. AUM
$558.5M
Employees
16
Accounts
10
Location
San Francisco, CA
Impact Investment Adviser LLC assets under management
Impact Investment Adviser LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2009. It reports $558.5 million in regulatory assets under management and employs 16 people.
Impact Investment Adviser LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Eunseo Kang Control | Chief Compliance Officer | Under 5% | 2019 |
| Impact Community Capital LLC Control | Sole Member | Over 75% | 2009 |
| Jeffrey Edmond Brenner Control | President | Under 5% | 2017 |
| Michael Joseph Lohmeier Control | Chief Investment Officer | Under 5% | 2017 |
| Stephanie Tirman Control | Treasurer | Under 5% | 2009 |
| Jeffrey Edmond Brenner Control | Non Owner Manager Of Impact Community Capital Llc | — | 2017 |
Frequently asked questions
How much does Impact Investment Adviser LLC manage?
Impact Investment Adviser LLC reports $558.5 million in regulatory assets under management on its Form ADV.
How many employees does Impact Investment Adviser LLC have?
Impact Investment Adviser LLC reports 16 employees.
Where is Impact Investment Adviser LLC located?
Impact Investment Adviser LLC is based in San Francisco, CA and has been SEC-registered since 2009.
Does Impact Investment Adviser LLC disclose fund performance?
Impact Investment Adviser LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 450 Sansome Street, Suite 1000, San Francisco, CA 94111 |
| Phone | 415-981-1074 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$558.5M▼ 25%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,306 advisers
EmployeesTop 29%
More than 71% of 16,824 advisers
Assets under management
$558.5Mregulatory AUM
Discretionary $558.5M