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IMPACT INVESTORS, INC., CRD 289028
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SHANE GARRET YONSTON | Certified Financial Planner | APTOS, CA | SAN DIEGO, CA | 1 | 21 | 8 | no |
| BRIAN DANIEL DELORIEA | Chartered Financial Analyst | Savoy, IL | APTOS, CA | 1 | 19 | 2 | no |
| Jacob Ifshin | n/a | APTOS, CA | Placitas, NM | 0 | 11 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| HIGH IMPACT FUND I | Private Equity Fund | $3.4M | Feb 21, 2024 | 4 | Nov 5, 2020 | reported | 021-375888 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| WOODMAN, CATHERINE, LORRAINE | PRINCIPAL ADVISOR AND CCO | D | yes | 01/2017 | Feb 19, 2020 | Feb 21, 2024 |
| YONSTON, SHANE, GARRET | PRINCIPAL ADVISOR | D | yes | 07/2015 | Feb 19, 2020 | Feb 21, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $318M | $280M | 9 | 8 | 1 | 1 | n/a |
| 2024 | Apr 29, 2025 | $283M | $249M | 8 | 8 | 1 | 1 | n/a |
| 2023 | Feb 21, 2024 | $268M | $233M | 5 | 5 | 4 | 1 | $3.4M |
| 2022 | Mar 30, 2023 | $239M | $210M | 4 | 4 | 4 | 1 | $3.4M |
| 2021 | Mar 31, 2022 | $258M | $217M | 5 | 3 | 2 | 1 | $3.4M |
| 2020 | Mar 30, 2021 | $222M | $178M | 5 | 3 | 2 | 1 | $3.4M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 2 | -1 | 66.7% | 1 | 1 | 0 | 3 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $318M | $283M | 12.5% | $239M | 10.0% | 9 | 8 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2 | Jun 26, 2018 | Jan 1, 2025 | SAN DIEGO, CA | Team lift out | Ibd to RIA | 0.1% |