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Impact Investors, Inc.

● SEC registered since 2020CRD 289028SEC# 801-118267
Export (members)
Ranks #4,507 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$318.2M
Fund GAV
$9.3M
Private funds
1
Employees
9
Accounts
769
Location

Impact Investors, Inc. assets under management

Impact Investors, Inc. is an SEC-registered investment adviser. The firm has been registered since 2020. It reports $318.2 million in regulatory assets under management and employs 9 people. Impact Investors, Inc. manages 1 private fund with combined gross assets of $9.3 million, including High Impact Fund I. By regulatory assets, it ranks 4,507 of 6,004 private fund managers.

Impact Investors, Inc. private funds

1 funds · $9.3M GAV
FundTypeGross assetsMin.
High Impact Fund IPrivate Equity$9.3M$500K

Impact Investors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Catherine Lorraine Woodman ControlPrincipal Advisor50-75%2017
Shane Garret Yonston ControlPrincipal Advisor And Cco50-75%2015

Frequently asked questions

How much does Impact Investors, Inc. manage?

Impact Investors, Inc. reports $318.2 million in regulatory assets under management on its Form ADV.

How many private funds does Impact Investors, Inc. manage?

Impact Investors, Inc. manages 1 private funds with combined gross assets of $9.3 million.

How many employees does Impact Investors, Inc. have?

Impact Investors, Inc. reports 9 employees.

Does Impact Investors, Inc. disclose fund performance?

Impact Investors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone888-463-6861
Office hoursBy Appt. Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$318.2M▲ 12%
Mar '25 — $283MApr '25 — $283MMay '25 — $283MJun '25 — $283MJul '25 — $283MAug '25 — $283MSep '25 — $283MOct '25 — $283MNov '25 — $283MDec '25 — $283MJan '26 — $283MFeb '26 — $283MMar '26 — $318.2MApr '26 — $318.2MMay '26 — $318.2MJun '26 — $318.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$318.2Mregulatory AUM
Discretionary $279.8MNon-discretionary $38.4M

Service providers

Administrator