# Impact Capital Partners LLC

> 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.

- CRD: 329616
- Filed as: IMPACT CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329616
- AdvisorCensus page: https://advisorcensus.com/firm/impact-capital-partners-llc-greenwood-village-co-329616

## Quick answers

**How is Impact Capital Partners LLC compensated?**
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).

**Where is Impact Capital Partners LLC located?**
Impact Capital Partners LLC's principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Impact Capital Partners LLC registered with the SEC or a state?**
Impact Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329616.

**How much does Impact Capital Partners LLC manage?**
Impact Capital Partners LLC reports $625,639,266 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (96% discretionary).

**How have Impact Capital Partners LLC's assets and staff changed since 2024?**
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.

**What types of clients does Impact Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (177); individuals (other than high net worth individuals) (53).

**Which custodians does Impact Capital Partners LLC use?**
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.

**Does Impact Capital Partners LLC report any disciplinary disclosures?**
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

**Does Impact Capital Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "Impact Capital generally does not impose a minimum relationship size."

**What changed in Impact Capital Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $527,993,936 to $625,639,266 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: None

> Impact Capital generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $625,639,266
- Discretionary: $601,972,388
- Non-discretionary: $23,666,878

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $26,652,757 |
| High net worth individuals | 177 | $585,206,180 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,571,719 |
| Charitable organizations | Fewer than 5 | $2,667,642 |
| Corporations or other businesses not listed above | Fewer than 5 | $9,540,968 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, KS, LA, MI, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- impactcapitalpartners.com
- Facebook facebook.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $437,079,845 | 5 | June 6, 2024 |
| October 2025 | $527,993,936 | 6 | May 20, 2025 |
| October 2026 | $625,639,266 | 5 | March 3, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $527,993,936 to $625,639,266 (+18%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Impact Capital Partners LLC (CRD 329616): Form ADV filing data as of October 2026.