IMPACT ENGINE MANAGEMENT, PBC
DBA: IMPACT ENGINE
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $244.5M |
| Discretionary | $151.2M62% of AUM |
| Non-Discretionary | $93.2M |
| Client Accounts | 8 |
| Avg Account Size | $30.6M |
| Employees | 9 |
| Peak AUM | $257.5MMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $244M | 5.0% | +5.6% | — | |
| Discretionary AUM | $151M | ||||
Key Metrics
| Total AUM | $244.5M |
| Discretionary | $151.2M |
| Employees | 9 |
| Client Accounts | 8 |
Contact & Location
Address
350 N ORLEANS STREET
CHICAGO IL 60654
Phone
872-228-5197
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$151M
61.9% of AUM
Non-Discretionary
$93M
38.1% of AUM
Disc. mix ▼ 1.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm