Calvert Impact Advisory Services, LLC
● SEC registered since 2023CRD 326022SEC# 801-128731Bethesda, MD
Reg. AUM
$197.8M
Employees
9
Accounts
1
Location
Bethesda, MD
Calvert Impact Advisory Services, LLC assets under management
Calvert Impact Advisory Services, LLC operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2023. It reports $197.8 million in regulatory assets under management and employs 9 people.
Calvert Impact Advisory Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calvert Impact, Inc. Control | Member | Over 75% | 2023 |
| Derek Michael Strocher Control | Treasurer | Under 5% | 2023 |
| Jennifer Pryce Control | President | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Calvert Impact Advisory Services, LLC manage?
Calvert Impact Advisory Services, LLC reports $197.8 million in regulatory assets under management on its Form ADV.
How many employees does Calvert Impact Advisory Services, LLC have?
Calvert Impact Advisory Services, LLC reports 9 employees.
Where is Calvert Impact Advisory Services, LLC located?
Calvert Impact Advisory Services, LLC is based in Bethesda, MD and has been SEC-registered since 2023.
Does Calvert Impact Advisory Services, LLC disclose fund performance?
Calvert Impact Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7550 Wisconsin Avenue, 8th Floor, Bethesda, MD 20814 |
| Phone | 1-800-248-0337 |
| Office hours | 9:00 a.m. - 5:00 p.m. Et |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$197.8M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$197.8Mregulatory AUM
Discretionary $197.8M