DBA: CAPITAL IMPACT ADVISORS
| Total AUM | $1.49B |
| Discretionary | $1.49B100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $1.49B |
| Employees | 5 |
| Peak AUM | $1.49BMar 2026 |
| AUM CAGR | +23.8% /yrover 13 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +639.1% | +112.4% | +18.9% | |
| Discretionary AUM | |||||
| Total AUM | $1.49B |
| Discretionary | $1.49B |
| Employees | 5 |
| Client Accounts | 1 |
| Client Range | 0 |
Address
175 FEDERAL ST
BOSTON MA 02110
Phone
617-279-0045
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$1.5B
| $1.5B |
| +639.1% |
| +112.4% |
| +18.9% |
| Total Accounts | 1 | 0.0% | 37.0% | 24.2% |
| Avg Account Size | $1.5B | +639.1% | +237.2% | +56.9% |
| Employees | 5 | 0.0% | 5.9% | 11.1% |
| AUM / Employee | $297M | +639.1% | +125.7% | +33.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.5B | +639.1% | +112.4% | +18.9% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 37.0% | 24.2% | |