{
  "crd_number": 306898,
  "slug": "arctaris-impact-investors-wellesley-ma-306898",
  "primary_business_name": "ARCTARIS IMPACT INVESTORS",
  "legal_name": "ARCTARIS IMPACT INVESTORS, LLC",
  "dbas": [],
  "city": "Wellesley",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-30",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 347298770.0,
  "raum_discretionary": 347298770.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 24,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 347298770.0,
      "count": 8
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://arctaris.com",
    "https://linkedin.com/company/arctaris-impact-investors-llc",
    "https://youtube.com/channel/UCYVr0OBPkKn6P2iaIQToDCw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306898",
  "city_as_filed": "WELLESLEY",
  "url": "https://advisorcensus.com/firm/arctaris-impact-investors-wellesley-ma-306898",
  "display_name": "Arctaris Impact Investors",
  "summary": "Arctaris Impact Investors is an SEC-registered investment advisory firm in Wellesley, MA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Arctaris Impact Investors (CRD 306898): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Arctaris Impact Investors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Arctaris Impact Investors reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "What does Arctaris Impact Investors' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 2% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Arctaris Impact Investors located?",
      "a": "Arctaris Impact Investors' principal office is in Wellesley, MA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Arctaris Impact Investors registered with the SEC or a state?",
      "a": "Arctaris Impact Investors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 306898."
    },
    {
      "q": "How much does Arctaris Impact Investors manage?",
      "a": "Arctaris Impact Investors reports $347,298,770 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Arctaris Impact Investors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Arctaris Impact Investors: Regulatory assets under management: $249,213,395 in the October 2021 data and $347,298,770 in the October 2026 data, up 39%. Total employees: 17 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Arctaris Impact Investors serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8)."
    },
    {
      "q": "Does Arctaris Impact Investors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306898"
    },
    {
      "q": "Does Arctaris Impact Investors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Subject to the discretion of Arctaris to accept less, the minimum investment threshold for the Funds is generally $1,000,000.\""
    },
    {
      "q": "What changed in Arctaris Impact Investors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 17 to 15. Changed its office addresses in New York, NY. Added an office in Salt Lake City, UT. No longer lists an office in Pittsburgh, PA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 249213395.0,
      "total_employees": 17,
      "filing_date": "2021-06-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 266744007.0,
      "total_employees": 23,
      "filing_date": "2022-04-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 336450406.0,
      "total_employees": 27,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 352647809.0,
      "total_employees": 31,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 350984791.0,
      "total_employees": 27,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 347298770.0,
      "total_employees": 24,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 17 to 15.",
        "Changed its office addresses in New York, NY.",
        "Added an office in Salt Lake City, UT.",
        "No longer lists an office in Pittsburgh, PA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "2% to 2.5% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% to 2.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Adviser receives a management fee (the “Management Fee”) in an amount ranging from 2% to 2.5% of Fund assets, as well as certain special tax savings amounts from the Funds."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Subject to the discretion of Arctaris to accept less, the minimum investment threshold for the Funds is generally $1,000,000."
        ]
      }
    ],
    "quotes": [
      "The Adviser receives a management fee (the “Management Fee”) in an amount ranging from 2% to 2.5% of Fund assets, as well as certain special tax savings amounts from the Funds.",
      "Subject to the discretion of Arctaris to accept less, the minimum investment threshold for the Funds is generally $1,000,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/arctaris-impact-investors-wellesley-ma-306898.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 347298770.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306898",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}