Impact Fiduciary LLC
● SEC registered since 2025CRD 288345SEC# 801-134918Pasadena, CA
Reg. AUM
$155M
Employees
3
Accounts
705
Location
Pasadena, CA
Impact Fiduciary LLC assets under management
Impact Fiduciary LLC is an investment advisory firm registered with the SEC based in Pasadena, CA. The firm has been registered since 2025. It reports $155 million in regulatory assets under management and employs 3 people.
Impact Fiduciary LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick O'Rourke Dinan Control | President, Cco | Over 75% | 2017 |
Frequently asked questions
How much does Impact Fiduciary LLC manage?
Impact Fiduciary LLC reports $155 million in regulatory assets under management on its Form ADV.
How many employees does Impact Fiduciary LLC have?
Impact Fiduciary LLC reports 3 employees.
Where is Impact Fiduciary LLC located?
Impact Fiduciary LLC is based in Pasadena, CA and has been SEC-registered since 2025.
Does Impact Fiduciary LLC disclose fund performance?
Impact Fiduciary LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 21 Miller Alley, Suite 210, Pasadena, CA 91105 |
| Phone | 323-615-1427 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155M▲ 34%
Nov '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,306 advisers
EmployeesTop 77%
More than 23% of 16,824 advisers
Assets under management
$155Mregulatory AUM
Discretionary $155M