Capital Impact Advisors, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 1
- Avg AUM / client
- $1.5B
- Accounts
- 1
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $1.5B | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joel Mark Shulman | Managing Member / Founding Partner / Chief Investment Officer | CFA | Apr 2013 (13y) | 75% or more |
| Prisacariu, Mihai, Rares | Chief Compliance Officer | Jun 2019 (7y) | Less than 5% | |
| Adosoglou, Eva | Chief Operating Officer | Apr 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pentegra Db Plan For Financial Institutions | Member | Apr 2013 | A | 25% – 50% |
| Pentegra Services, Inc. | Parent | Aug 2008 | B | ≈ 18.75% – 50% via Pentegra Db Plan For Financial Institutions |
Estimated effective ownership (look-through of filed bands):
- Pentegra Services, Inc.: 75% – 100% of Pentegra Db Plan For Financial Institutions × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 03/31/2026 | 1.08 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
Services
- • Portfolio management for investment companies
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗