Impact Investment Adviser Llc
- Regulatory AUM
- $559M
- Discretionary
- $559M
- Clients
- 10
- Avg AUM / client
- $55.9M
- Accounts
- 10
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $547M | 97.9% |
| Insurance companies | 5 | $12.0M | 2.15% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tirman, Stephanie | Treasurer | Mar 2009 (17y) | Less than 5% | |
| Brenner, Jeffrey, Edmond | President | Jan 2017 (10y) | Less than 5% | |
| Lohmeier, Michael, Joseph | Chief Investment Officer | Aug 2017 (9y) | Less than 5% | |
| Kang, Elizabeth, Eunseo | Chief Compliance Officer | Sep 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Impact Community Capital Llc | Sole Member | Mar 2009 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • EXPENSE REIMBURSEMENTS
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗