Arctaris Impact Investors, Llc
- Regulatory AUM
- $347M
- Discretionary
- $347M
- Clients
- 8
- Avg AUM / client
- $43.4M
- Accounts
- 6
- Employees
- 24
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 |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $347M | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $353M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Arctaris Opportunity Zone Fund 2020, Llc | Private Equity Fund | Delaware | $116M | 64 |
| Arctaris Opportunity Zone Fund 2022, Llc | Private Equity Fund | Delaware | $107M | 50 |
| Arctaris Opportunity Zone Fund 2019, Llc | Private Equity Fund | Delaware | $70.9M | 44 |
| Arctaris Impact Fund, Lp | Other Private Fund | Delaware | $47.7M | 13 |
| Michigan Income & Principal Protected Growth Fund, Lp | Other Private Fund | Michigan | $4.6M | 33 |
| Arctaris Income Fund, Lp | Other Private Fund | Delaware | $2.9M | 49 |
| Arctaris Royalty Ventures Co Investment Fund Limited Partnership | Other Private Fund | Massachusetts | $2.8M | 51 |
| Arctaris Opportunity Zone Fund 2024, Llc | Private Equity Fund | Delaware | $1.0M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Osuji, Uchechukwu, Stanley Chibueze | Managing Director | Jun 2019 (7y) | Less than 5% | |
| Tower, Sari, Lynn | Owner | Jun 2019 (7y) | GP / trustee / elected manager of Tower Advisors, Llc (indirect) | |
| Tower, Jonathan | Managing Partner | Jun 2019 (7y) | ≈ 56.25% – 100% via Tower Advisors, Llc | |
| Halfenger, Alan, Kent | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Sait, Nihar, Aurang | Managing Director | Jul 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tower Advisors, Llc | Owner | Jun 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tower, Jonathan: 75% – 100% of Tower Advisors, Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Private funds (8, $353M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Arctaris Opportunity Zone Fund 2020, Llc | Private Equity Fund | $116M | $1.0M | 64 |
| Arctaris Opportunity Zone Fund 2022, Llc | Private Equity Fund | $107M | $1.0M | 50 |
| Arctaris Opportunity Zone Fund 2019, Llc | Private Equity Fund | $70.9M | $1.0M | 44 |
| Arctaris Impact Fund, Lp | Other Private Fund | $47.7M | $1.0M | 13 |
| Michigan Income & Principal Protected Growth Fund, Lp | Other Private Fund | $4.6M | $1.0M | 33 |
| Arctaris Income Fund, Lp | Other Private Fund | $2.9M | $1.0M | 49 |
| Arctaris Royalty Ventures Co Investment Fund Limited Partnership | Other Private Fund | $2.8M | $1.0M | 51 |
| Arctaris Opportunity Zone Fund 2024, Llc | Private Equity Fund | $1.0M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.57 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
- • Performance-based fees
- • Other fees
- • FI SERVICING, MANAGEMENT, LAUNCH, ACQUISITION AND DISPOSITION
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having 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) ↗