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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

IMPACT CAPITAL PARTNERS LLC

CRD 329616

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dda83aea-3cd7-d2ec-65d7-10778938bced

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Jan 2, 2024 to Mar 3, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $626MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $602M
Private client RAUM: $612MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $125Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,861
Individual clients: 53
High net worth clients: 177
Custody, client assets: $43.0M
SEC number: 801-129440
CRD: 329616
Filings on the tape: 16
First filed: Jan 2, 2024
Latest filed: Mar 3, 2026
Organised: Limited Liability Company, NM
Website: impactcapitalpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRETT CHRISTOPHER STONE	Certified Financial Planner	GREENWOOD VILLAGE, CO	2	29	2	no
GREG SEGAL	n/a	GREENWOOD VILLAGE, CO	2	22	1	no
JONATHAN MICHAEL AMEEN	n/a	GREENWOOD VILLAGE, CO \| Nashville, TN	2	20	1	no
Anna Maurine Healy	Certified Financial Planner	GREENWOOD VILLAGE, CO	2	13	2	no
SHANNON C GRAHAM	n/a	GREENWOOD VILLAGE, CO	2	16	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
2 INLETS LLC	Owner	D	yes	01/2024	Feb 1, 2024	Nov 22, 2024
SEGAL, GREG	MANAGING MEMBER	E	yes	01/2024	Feb 1, 2024	Nov 22, 2024
SEGAL, GREG	CO-CHIEF EXECUTIVE OFFICER	Na	yes	02/2024	Feb 1, 2024	Nov 22, 2024
STONE, BRETT, CHRISTOPHER	MANAGING MEMBER	E	yes	01/2024	Feb 1, 2024	Nov 22, 2024
STONE, BRETT, CHRISTOPHER	CO-CHIEF EXECUTIVE OFFICER	Na	yes	01/2024	Feb 1, 2024	Nov 22, 2024
TWO-ONE CAPITAL LLC	Owner	D	yes	01/2024	Feb 1, 2024	Nov 22, 2024
Johnson, Karin, Elaine	CHIEF COMPLIANCE OFFICER	Na	no	06/2024	Jun 6, 2024	Nov 22, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$626M	$602M	5	5	1	n/a	n/a
2024	Jan 28, 2025	$528M	$528M	6	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$626M	$528M	18.5%	n/a	n/a	5	6	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UBS FINANCIAL SERVICES INC.	5	Feb 20, 2024	May 1, 2024	DENVER, CO	Team lift out	Wirehouse to new firm	0.1%

Relationships

Registered with (5)

← JONATHAN MICHAEL AMEENAdvisorregistration: current employment
May 1, 2024 to presentfactForm ADV
← Anna Maurine HealyAdvisorregistration: current employment
May 1, 2024 to presentfactForm ADV
← SHANNON C GRAHAMAdvisorregistration: current employment
May 1, 2024 to presentfactForm ADV
← BRETT CHRISTOPHER STONEAdvisorregistration: current employment
Feb 8, 2024 to presentfactForm ADV
← GREG SEGALAdvisorregistration: current employment
Feb 8, 2024 to presentfactForm ADV

Owns (1)

← Johnson, Karin, ElaineOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 6, 2024 to Nov 22, 2024factForm ADV

Controls (4)

← STONE, BRETT, CHRISTOPHEROwnerMANAGING MEMBER, ownership code E, individual
Feb 1, 2024 to Nov 22, 2024factForm ADV
← SEGAL, GREGOwnerMANAGING MEMBER, ownership code E, individual
Feb 1, 2024 to Nov 22, 2024factForm ADV
← 2 INLETS LLCOwnerOWNER, ownership code D, domestic entity
Feb 1, 2024 to Nov 22, 2024factForm ADV
← TWO-ONE CAPITAL LLCOwnerOWNER, ownership code D, domestic entity
Feb 1, 2024 to Nov 22, 2024factForm ADV

Moved with (1)

← UBS FINANCIAL SERVICES INC.Registered adviser5 advisors, team lift out, same day
Feb 20, 2024 to May 1, 2024factForm ADV

Dated events

Occurred
Feb 20, 2024
Team lift-out
5 advisors left UBS Financial Services Inc. (Denver, CO) for Impact Capital Partners LLC on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Feb 1, 2024
Control person joined
Christopher Brett Stone (Chief Compliance Officer) appeared on Schedule A of Impact Capital Partners Llc
Form ADVobserved 3 days ago
Occurred
Feb 1, 2024
Control person joined
Greg Segal (Managing Member) appeared on Schedule A of Impact Capital Partners Llc
Form ADVobserved 3 days ago
Occurred
Jan 2, 2024
First Form ADV filing
Impact Capital Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dda83aea-3cd7-d2ec-65d7-10778938bced
First observed: Jan 2, 2024
Last observed: Mar 3, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IMPACT CAPITAL PARTNERS LLC

CRD 329616

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dda83aea-3cd7-d2ec-65d7-10778938bced

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRETT CHRISTOPHER STONE

Certified Financial Planner

GREENWOOD VILLAGE, CO

GREG SEGAL

n/a

GREENWOOD VILLAGE, CO

JONATHAN MICHAEL AMEEN

n/a

GREENWOOD VILLAGE, CO | Nashville, TN

Anna Maurine Healy

Certified Financial Planner

GREENWOOD VILLAGE, CO

SHANNON C GRAHAM

n/a

GREENWOOD VILLAGE, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

2 INLETS LLC

Owner

yes

01/2024

Feb 1, 2024

Nov 22, 2024

SEGAL, GREG

MANAGING MEMBER

yes

01/2024

Feb 1, 2024

Nov 22, 2024

SEGAL, GREG

CO-CHIEF EXECUTIVE OFFICER

yes

02/2024

Feb 1, 2024

Nov 22, 2024

STONE, BRETT, CHRISTOPHER

MANAGING MEMBER

yes

01/2024

Feb 1, 2024

Nov 22, 2024

STONE, BRETT, CHRISTOPHER

CO-CHIEF EXECUTIVE OFFICER

yes

01/2024

Feb 1, 2024

Nov 22, 2024

TWO-ONE CAPITAL LLC

Owner

yes

01/2024

Feb 1, 2024

Nov 22, 2024

Johnson, Karin, Elaine

CHIEF COMPLIANCE OFFICER

06/2024

Jun 6, 2024

Nov 22, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$626M

$602M

n/a

2024

Jan 28, 2025

$528M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$626M

$528M

18.5%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UBS FINANCIAL SERVICES INC.

Feb 20, 2024

May 1, 2024

DENVER, CO

Team lift out

Wirehouse to new firm

0.1%