{ "crd_number": 304022, "slug": "impact-engine-chicago-il-304022", "primary_business_name": "IMPACT ENGINE", "legal_name": "IMPACT ENGINE MANAGEMENT, PBC", "dbas": [], "city": "Chicago", "state": "IL", "country": "United States", "cbsa_code": "16980", "metro": { "cbsa_code": "16980", "common_name": "Chicago", "msa_name": "Chicago-Naperville-Elgin, IL-IN", "path": "/advisors/il/chicago" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-08-16", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-08-05", "carried_forward": false, "raum_total": 246808006.0, "raum_discretionary": 153562586.0, "raum_non_discretionary": 93245420.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 9, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 246808006.0, "count": 8 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "IL" ], "websites": [ "https://facebook.com/TheImpactEngine", "https://linkedin.com/company/2353515/admin", "https://medium.com/@theimpactengine", "https://theimpactengine.com", "https://twitter.com/TheImpactEngine", "https://vimeo.com/theimpactengine", "https://youtube.com/channel/UCJN11UTQLbXUUur_9naVh5g" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304022", "city_as_filed": "CHICAGO", "url": "https://advisorcensus.com/firm/impact-engine-chicago-il-304022", "display_name": "Impact Engine", "summary": "Impact Engine is an SEC-registered investment advisory firm in Chicago, IL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.", "citation": "AdvisorCensus. Impact Engine (CRD 304022): 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" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Impact Engine compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Impact Engine reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Impact Engine located?", "a": "Impact Engine's principal office is in Chicago, IL, according to its Form ADV." }, { "q": "Is Impact Engine registered with the SEC or a state?", "a": "Impact Engine is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 304022." }, { "q": "How much does Impact Engine manage?", "a": "Impact Engine reports $246,808,006 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (62% discretionary)." }, { "q": "How have Impact Engine's assets and staff changed since 2021?", "a": "In the Form ADV data for Impact Engine: Regulatory assets under management: $210,454,821 in the October 2023 data and $246,808,006 in the October 2026 data, up 17%. Total employees: 12 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Impact Engine 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 Impact Engine 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/304022" }, { "q": "What changed in Impact Engine's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 6." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2021-03-01" }, { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2022-06-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 210454821.0, "total_employees": 12, "filing_date": "2023-08-24" }, { "period": "2024-10-01", "regulatory_assets_under_management": 168593094.0, "total_employees": 11, "filing_date": "2024-07-22" }, { "period": "2025-10-01", "regulatory_assets_under_management": 256407798.0, "total_employees": 11, "filing_date": "2025-07-21" }, { "period": "2026-10-01", "regulatory_assets_under_management": 246808006.0, "total_employees": 9, "filing_date": "2026-08-05" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 8 to 6." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/impact-engine-chicago-il-304022.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": 246808006.0 } ], "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/304022", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }