DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Accion Impact Management LLC
Latest filing Mar 28, 2026
First filing on the tape Apr 8, 2022 · 9 filings
SEC status approved since May 6, 2022
RAUM
$262M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
21
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$262M as of Mar 28, 2026
Mar 30, 2023$159M then
HNW client RAUM$0 as of Mar 28, 2026
Mar 30, 2023$0 then
State-registered IARs (5.B.3)0 as of Mar 28, 2026
Mar 30, 20230 then
Employees (5.A)21 as of Mar 28, 2026
Mar 30, 202316 then
Private funds3 as of Mar 28, 2026
Mar 30, 20232 then
RAUM +0.3% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 28, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $52.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 9.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $238M, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$238M91%
- Charitable organizations$24.0M9.2%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $238M for 4 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.91 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Accion Digital Transformation Fund, LP | Venture Capital Fund | $117M | 8 | Apr 8, 2022 |
| Accion Venture Lab, LP | Venture Capital Fund | $29.0M | 14 | Feb 15, 2019 |
| Accion Venture Lab Fund II, LP | Venture Capital Fund | $0 | 0 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Andres Esteban Altschul · Presidentcontrolsince 04/2021 · owns less than 5%
- Edgardo Javier Castro · Chief Compliance Officercontrolsince 04/2021 · owns less than 5%
- Henry John Fischer · Officercontrolsince 04/2021 · owns less than 5%
- Edward Michael Schlein · Officercontrolsince 04/2021 · owns less than 5%
- Afonso Sousa Paulo Silva · Officercontrolsince 10/2024 · owns less than 5%
Entity owners
- Accion International · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Accion Digital Transformation Fund Gp LLCinvestment adviserpooled vehicle sponsorn
- Accion Frontier Inclusion Fund Gp, LLCinvestment adviserpooled vehicle sponsorn
- Accion Quona Inclusion Fund Gp, LLCinvestment adviserpooled vehicle sponsorn
- Accion Venture Lab Gp, LLCinvestment adviserpooled vehicle sponsorn
- Accion Venture Lab II Gp LLCinvestment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Chembur, Mumbai, India5 employees
What changed
consecutive filings, newest first
- Accounts · 4 to 5Mar 28, 2025 to Mar 28, 2026
- Advisory employees · 16 to 12Mar 28, 2025 to Mar 28, 2026
- Pooled vehicle clients · 3 to 4Mar 28, 2025 to Mar 28, 2026
- Assets in custody · $234M to $238MMar 28, 2025 to Mar 28, 2026
- Employees · 23 to 21Mar 28, 2025 to Mar 28, 2026
- Discretionary RAUM · $262M to $262MMar 28, 2025 to Mar 28, 2026
- Pooled vehicle RAUM · $234M to $238MMar 28, 2025 to Mar 28, 2026
- RAUM · $262M to $262MMar 28, 2025 to Mar 28, 2026
- Advisory employees · 14 to 16Jan 17, 2025 to Mar 28, 2025
- Assets in custody · $0 to $234MJan 17, 2025 to Mar 28, 2025
- Employees · 21 to 23Jan 17, 2025 to Mar 28, 2025
- Financial planning clients · unset to Jan 17, 2025 to Mar 28, 2025
- Discretionary RAUM · $191M to $262MJan 17, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $146M to $234MJan 17, 2025 to Mar 28, 2025
- RAUM · $191M to $262MJan 17, 2025 to Mar 28, 2025
- Accounts · 3 to 4Feb 9, 2024 to Mar 28, 2024
- Advisory employees · 13 to 14Feb 9, 2024 to Mar 28, 2024
- Pooled vehicle clients · 2 to 3Feb 9, 2024 to Mar 28, 2024
- Employees · 16 to 21Feb 9, 2024 to Mar 28, 2024
- Private funds · 2 to 3Feb 9, 2024 to Mar 28, 2024
- Discretionary RAUM · $159M to $191MFeb 9, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $127M to $146MFeb 9, 2024 to Mar 28, 2024
- RAUM · $159M to $191MFeb 9, 2024 to Mar 28, 2024
- Accounts · 1 to 3Aug 31, 2022 to Mar 30, 2023
- Advisory employees · 7 to 13Aug 31, 2022 to Mar 30, 2023
- Advisory activities · 1 to 2Aug 31, 2022 to Mar 30, 2023
- Business name · ACCION to ACCION IMPACT MANAGEMENT LLCAug 31, 2022 to Mar 30, 2023
- Charity clients · 0 to 1Aug 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 1 to 2Aug 31, 2022 to Mar 30, 2023
- Employees · 13 to 16Aug 31, 2022 to Mar 30, 2023
- Private funds · 1 to 2Aug 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $108M to $159MAug 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $108M to $127MAug 31, 2022 to Mar 30, 2023
- RAUM · $108M to $159MAug 31, 2022 to Mar 30, 2023
- Accounts · 0 to 1Apr 8, 2022 to Aug 31, 2022
- Advisory employees · 5 to 7Apr 8, 2022 to Aug 31, 2022
- Employees · 7 to 13Apr 8, 2022 to Aug 31, 2022
- Other offices · 0 to 1Apr 8, 2022 to Aug 31, 2022
- Discretionary RAUM · $0 to $108MApr 8, 2022 to Aug 31, 2022
- Pooled vehicle RAUM · $0 to $108MApr 8, 2022 to Aug 31, 2022
Signals
4 dated events
- Nmn Livingston Parsons Iii (Officer) no longer on Schedule A of Accion Impact Management Llc (listed 2024-03-28, absent 2024-10-18)Oct 18, 2024 · Control person left · inference
- Afonso Sousa Paulo Silva (Officer) appeared on Schedule A of Accion Impact Management LlcOct 18, 2024 · Control person joined · fact
- Nmn Livingston Parsons Iii (Chief Financial Officer) appeared on Schedule A of Accion Impact Management LlcAug 31, 2022 · Control person joined · fact
- Accion filed its initial SEC registration (Form ADV)Apr 8, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Accion Impact Management LLC · Independent Sponsorsshared crd · capital_provider
- Accion Impact Management LLC · Private Equityshared crd · organization
- Accion Impact Management LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- accion.org/accion-impact-managementreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-813-9844reportedpublic record, Form ADV, Mar 28, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026