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Building 2NIA IMPACT CAPITAL

Map pin
Phone510-319-9221
NotebookSEC #801-117120
Total AUM
$459M
Employees
9
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
510-319-9221
Other Offices
2

ReceiptFinancials

Total AUM
$459M
Accounts
313
Discretionary
$459M
Accounts
313
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
70
AUM
$18.7M
HNW Individual Clients
77
AUM
$237.4M
Investment Company Clients
1
AUM
$90.4M
Charitable Organization Clients
13
AUM
$83.8M
Corporation or Business Clients
10
AUM
$28.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLAMAMINENHNYPARITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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