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CRD 176516
DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ALIGN IMPACT FUND III LP | Other Private Fund | $26.1M | Sep 23, 2024 | 15 | Mar 25, 2023 | reported | 021-440262 |
| ALIGN IMPACT FUND II LP | Other Private Fund | $15.3M | Sep 23, 2024 | 30 | Mar 15, 2019 | reported | 021-332080 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ABACUS WEALTH MANAGEMENT, INC. | Member | C | yes | 02/2015 | Mar 26, 2021 | Sep 23, 2024 |
| CORDES, RONALD, DENNIS | Director | Na | yes | 05/2017 | Apr 1, 2020 | Sep 23, 2024 |
| Impactassets | SUPPORTING ORGANIZATION | E | yes | 05/2017 | Mar 26, 2021 | Sep 23, 2024 |
| JACOBSEN, ERIC, THOMAS | Manager | Na | yes | 05/2017 | Jul 17, 2019 | Sep 23, 2024 |
| KENNING, JENNIFER, DEE | MANAGING MEMBER | C | yes | 02/2015 | Apr 20, 2015 | Sep 23, 2024 |
| MILLER, JEFFREY | Manager | Na | yes | 05/2017 | Jul 17, 2019 | Sep 23, 2024 |
| MILLER, JEFFREY | Owner | D | yes | 07/2019 | Jul 17, 2019 | Sep 23, 2024 |
| MILLER, KAREN | Owner | D | yes | 07/2019 | Jul 17, 2019 | Sep 23, 2024 |
| Panchal, Chintan | Manager | Na | yes | 06/2021 | Mar 9, 2022 | Sep 23, 2024 |
| Panchal, Chintan | Owner | E | yes | 06/2021 | Mar 9, 2022 | Sep 23, 2024 |
| RAFAEL, ELIZABETH | Manager | Na | yes | 05/2017 | Jul 17, 2019 | Sep 23, 2024 |
| RAFAEL, ELIZABETH | Owner | E | yes | 05/2019 | Jul 17, 2019 | Sep 23, 2024 |
| TANNER, GREGORY, ROBERT | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | Na | yes | 09/2024 | Sep 23, 2024 | Sep 23, 2024 |
| ABACUS WEALTH PARTNERS, LLC | Member | A | no | 02/2015 | Apr 15, 2015 | Sep 23, 2024 |
| CORDES FOUNDATION | Member | A | no | 05/2017 | Jul 17, 2019 | Sep 23, 2024 |
| GRATITUDE RAILROAD, LLC | Member | B | no | 08/2019 | Mar 26, 2021 | Sep 23, 2024 |
| RPCK VENTURES LLC | Member | Na | no | 06/2021 | Mar 9, 2022 | Sep 23, 2024 |
| THE MILLER FAMILY 2007 TRUST | Member | A | no | 07/2019 | Jul 17, 2019 | Sep 23, 2024 |
| THE RAFAEL LIVING TRUST | Member | A | no | 05/2017 | Jul 17, 2019 | Sep 23, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ABACUS WEALTH PARTNERS, LLC | n/a | Independent wealth | $3.6B | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 5 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 17, 2026 | $715M | $383M | 20 | 11 | 14 | 3 | n/a |
| 2024 | Apr 14, 2025 | $782M | $435M | 23 | 19 | 12 | 3 | n/a |
| 2023 | Mar 26, 2024 | $728M | $728M | 25 | 22 | 2 | 3 | $52.7M |
| 2022 | Mar 25, 2023 | $512M | $512M | 20 | 18 | 2 | 3 | $37.6M |
| 2021 | Mar 9, 2022 | $205M | $205M | 22 | 20 | 2 | 2 | $25.9M |
| 2020 | Mar 26, 2021 | $164M | $164M | 18 | 14 | 2 | 2 | $25.9M |
| 2019 | Apr 1, 2020 | $119M | $119M | 11 | 8 | 1 | 2 | $21.3M |
| 2018 | Mar 17, 2019 | $40.0M | $40.0M | 6 | 4 | 0 | n/a | n/a |
| 2017 | Feb 5, 2018 | $8.0M | $8.0M | 6 | 4 | 0 | n/a | n/a |
| 2016 | Mar 29, 2017 | $2.4M | $2.4M | 4 | 4 | n/a | n/a | n/a |
| 2015 | Mar 10, 2016 | $2.4M | $2.4M | 1 | 1 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 4 | -4 | n/a | 0 | 0 | 0 | 1 | 6 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $715M | $782M | -8.5% | $512M | 11.8% | 20 | 23 | 14 | 12 |