# Impact Engine

> 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.

- CRD: 304022
- Filed as: IMPACT ENGINE
- Legal name: Impact Engine Management, PBC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304022
- AdvisorCensus page: https://advisorcensus.com/firm/impact-engine-chicago-il-304022

## Quick answers

**How is Impact Engine compensated?**
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.

**Where is Impact Engine located?**
Impact Engine's principal office is in Chicago, IL, according to its Form ADV.

**Is Impact Engine registered with the SEC or a state?**
Impact Engine is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 304022.

**How much does Impact Engine manage?**
Impact Engine reports $246,808,006 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (62% discretionary).

**How have Impact Engine's assets and staff changed since 2021?**
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.

**What types of clients does Impact Engine serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Impact Engine 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/304022

**What changed in Impact Engine's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $246,808,006
- Discretionary: $153,562,586
- Non-discretionary: $93,245,420

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $246,808,006 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- medium.com/@theimpactengine
- theimpactengine.com
- vimeo.com/theimpactengine
- Facebook @TheImpactEngine
- LinkedIn @2353515
- X @TheImpactEngine
- YouTube @UCJN11UTQLbXUUur_9naVh5g

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 1, 2021 |
| October 2022 | Not reported | Not reported | June 28, 2022 |
| October 2023 | $210,454,821 | 12 | August 24, 2023 |
| October 2024 | $168,593,094 | 11 | July 22, 2024 |
| October 2025 | $256,407,798 | 11 | July 21, 2025 |
| October 2026 | $246,808,006 | 9 | August 5, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Impact Engine (CRD 304022): Form ADV filing data as of October 2026.