{
  "crd_number": 329616,
  "slug": "impact-capital-partners-llc-greenwood-village-co-329616",
  "primary_business_name": "IMPACT CAPITAL PARTNERS LLC",
  "legal_name": "IMPACT CAPITAL PARTNERS LLC",
  "dbas": [],
  "city": "Greenwood Village",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-02-07",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 625639266.0,
  "raum_discretionary": 601972388.0,
  "raum_non_discretionary": 23666878.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2667642.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 26652757.0,
      "count": 53
    },
    "pension_profit_sharing": {
      "raum": 1571719.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 585206180.0,
      "count": 177
    },
    "corporations_other_businesses": {
      "raum": 9540968.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "KS",
    "LA",
    "MI",
    "OH",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=61556083901655",
    "https://impactcapitalpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329616",
  "city_as_filed": "GREENWOOD VILLAGE",
  "url": "https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616",
  "display_name": "Impact Capital Partners LLC",
  "summary": "Impact Capital Partners LLC is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Impact Capital Partners LLC (CRD 329616): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Impact Capital Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Impact Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Impact Capital Partners LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 states: Flat fee: up to $30,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Impact Capital Partners LLC located?",
      "a": "Impact Capital Partners LLC's principal office is in Greenwood Village, CO, according to its Form ADV."
    },
    {
      "q": "Is Impact Capital Partners LLC registered with the SEC or a state?",
      "a": "Impact Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329616."
    },
    {
      "q": "How much does Impact Capital Partners LLC manage?",
      "a": "Impact Capital Partners LLC reports $625,639,266 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (96% discretionary)."
    },
    {
      "q": "How have Impact Capital Partners LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Impact Capital Partners LLC: Regulatory assets under management: $437,079,845 in the October 2024 data and $625,639,266 in the October 2026 data, up 43%. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Impact Capital Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (177); individuals (other than high net worth individuals) (53)."
    },
    {
      "q": "Which custodians does Impact Capital Partners LLC use?",
      "a": "Impact Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Impact Capital Partners LLC 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/329616"
    },
    {
      "q": "Does Impact Capital Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 says: \"Impact Capital generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Impact Capital Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $527,993,936 to $625,639,266 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 437079845.0,
      "total_employees": 5,
      "filing_date": "2024-06-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 527993936.0,
      "total_employees": 6,
      "filing_date": "2025-05-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 625639266.0,
      "total_employees": 5,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $527,993,936 to $625,639,266 (+18%)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $30,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Impact Capital generally does not impose a minimum relationship size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $30,000 (financial planning services)"
        ],
        "quotes": [
          "Impact Capital offers financial planning services either on a fixed engagement fee. Fixed fees will not exceed up to $30,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 30000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Impact Capital generally does not impose a minimum relationship size.",
      "Impact Capital offers financial planning services either on a fixed engagement fee. Fixed fees will not exceed up to $30,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 53,
      "fewer_than_5": false,
      "raum": 26652757.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 177,
      "fewer_than_5": false,
      "raum": 585206180.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1571719.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2667642.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 9540968.0
    }
  ],
  "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/329616",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}