DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Arctaris Impact Investors
Arctaris Impact Investors
Private equity with venture activity · probableWellesley, MAarctaris.comSEC registered investment adviser
Arctaris Impact Fund : an opportunity zone investment leader. Arctaris provides capital to profitable, growth oriented businesses in underserved regions.
registered adviser; venture funds are 0% of 8 private funds
Importance
46
elevated
Active deployment
11
low
Emerging
0
low
Completeness
69
high
Freshness
100
high
Research priority
10
low
Identity and regulatory footprint
- Headquarters
- Wellesley, MAadviserinfo.sec.gov
- Office address
- 20 WILLIAM STREET, SUITE 200, Wellesley, MA, 02481adviserinfo.sec.gov
- Business phone
- (617)-735-6000adviserinfo.sec.gov
- Website
- https://www.arctaris.com/
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Oct 10, 2024
- Private funds reported
- 8 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $353Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $353Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 31
- Owners on Schedule A
- Tower Advisors, LLC (Owner), E
- business email
- info@arctaris.comarctaris.compublished by the subject
- business phone
- (617)-735-6000adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
3 observed deals
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- growth
- Geography
- united states
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 3
Funds and vehicles
6 reported, 10 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Arctaris Opportunity Zone Fund 2020, LLC | Opportunity fund · ADV: Private Equity Fund | 2020 name year | Mature | $116M Oct 10, 2024 | 64 | $108M of $250M | Nov 23, 2021 |
| Arctaris Opportunity Zone Fund 2019, LLC | Opportunity fund · ADV: Private Equity Fund | 2019 name year | Mature | $70.9M Oct 10, 2024 | 44 | $80.7M | May 19, 2021 |
| Arctaris Impact Fund, LP | Fund · ADV: Other Private Fund | 2018 form d first sale | Harvest | $47.7M Oct 10, 2024 | 13 | $23.5M of $160M | May 8, 2024 |
| Arctaris Income Fund, LP | Fund · ADV: Other Private Fund | 2010 form d first sale | Harvest | $2.9M Oct 10, 2024 | 49 | $18.5M of $75.0M | Mar 17, 2011 |
| Michigan Income & Principal-Protected Growth Fund, LP | Growth fund · ADV: Other Private Fund | unknown | Unknown | $4.6M Oct 10, 2024 | 33 | unknown | unknown |
| Arctaris Royalty Ventures Co-Investment Fund Limited Partnership | SPV or co-invest vehicle · ADV: Other Private Fund | unknown | Unknown | $2.8M Oct 10, 2024 | 51 | $0 of $7.3M | Dec 9, 2014 |
| Arctaris Opportunity Zone Fund I, LLC | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $2.6M Jun 19, 2020 | 30 | unknown | unknown |
| Arctaris Opportunity Zone Fund III, LLC | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $2.0M Jun 19, 2020 | 30 | unknown | unknown |
| Arctaris Opportunity Zone Fund IV, LLC | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $2.0M Jun 19, 2020 | 30 | unknown | unknown |
| Arctaris Opportunity Zone Fund V, LLC | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $1.7M Jun 19, 2020 | 30 | unknown | unknown |
| Arctaris Opportunity Zone Fund VI, LLC | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $1.7M Jun 19, 2020 | 30 | unknown | unknown |
| Arctaris Opportunity Zone Fund Viii, LLC | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $610,000 Jun 19, 2020 | 30 | unknown | unknown |
| Arctaris Opportunity Zone Fund VII, LLC | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $610,000 Jun 19, 2020 | 3 | unknown | unknown |
| Arctaris Opportunity Zone Select Fund I, LLC | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $330,000 Jun 19, 2020 | 2 | unknown | unknown |
| Arctaris Opportunity Zone Select Fund II, LLC | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $330,000 Jun 19, 2020 | 2 | unknown | unknown |
| Arctaris Opportunity Zone Select Fund III, LLC | Opportunity fund · ADV: Private Equity Fund | unknown | Wound down | $330,000 Jun 19, 2020 | 2 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
32 current, 5 departed
Carson Pavelec
AnalystSenior Analyst
Janney Lucki
Investor relationsDirector of Investor Relations
Jonathan Tower
Managing partnerManaging Partner
Investor Relations
OtherInvestment & Infrastructure Team
Ma Johns Hopkins University
OtherOther Investment Professionals
Site Map
OtherPortfolio Companies
Andrew Gibbs
PartnerManaging Director, Real Estate
Anita Graham
PartnerManaging Director
Jonathan Tower
PartnerOwner · since Jun 1, 2019
Lisa Francis
PartnerTreasury Manager
National Footprint
PartnerPartner with Us
Nihar Aurang Sait
PartnerManaging Director · since Jul 1, 2022
Nihar Sait
PartnerManaging Director
Patrick Mullen
PartnerManaging Director
Sari Lynn Tower
PartnerOwner · since Jun 1, 2019
Stephanie Mclntyre
PartnerExecutive Business Partner
Uche Osuji
PartnerManaging Director
Uchechukwu Stanley Chibueze Osuji
PartnerManaging Director · since Jun 1, 2019
Alan K Halfenger
Platform and operationsGeneral Counsel & Chief Compliance Officer
Alan Kent Halfenger
Platform and operationsChief Compliance Officer · since Jun 1, 2021
Daniel Budin
Platform and operationsVice President of Finance
Halina Malahov
Platform and operationsSenior Controller
Luke Fine
Platform and operationsVice President, Compliance
Margaret Nichols
Platform and operationsExecutive Assistant / Sr. Operations Specialist
Steve Dehner
Platform and operationsChief Financial Officer
Florian Schalliol
PrincipalDirector
Joe Sugiyama
PrincipalPrincipal, Real Estate and Portfolio Management
Katherine Mize Iriarte
PrincipalPrincipal
Kritika Chadha
Vice presidentVice President
Peter Owen
Vice presidentVice President
Phillip Hu
Vice presidentSenior Associate
Sebastian Dannhoff
Vice presidentVice President
5 departed (kept with end dates)
- Jonathan Tower · Managing Partner: Arc Cap Prtnrs, Llc; Arc Mi Mgr, Llc, Arp Mgmt, Llc, Arc Royalty Prtnrs, Llc, Arc Oz Mgmt, Llc, Arc Imp Inv · Jun 1, 2019 to Jun 29, 2021 Inference
- Benjamin Jay Bornstein · Managing Director · Jun 1, 2019 to Oct 10, 2024 Inference
- James Christopher Robinson · Managing Director · Jun 1, 2019 to Apr 18, 2022 Inference
- Neil Katz · Managing Director · Jul 1, 2022 to Mar 29, 2024 Inference
- Mark Allen Garcia · Vice President Of Finance · May 1, 2021 to Apr 18, 2022 Inference
Investments on record
3 edges, 3 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Investor Portal | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| upgrade your browser | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Web Maintenance by Polar Design | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
36 relationships from shared deals, counted for the whole firm
Rally Ventures Management, LLC 2 shared · recurringGrandBanks Capital 1 shared · one timeDFJ Growth 1 shared · one timeOrei Advisors LP 1 shared · one timeTritium Partners 1 shared · one timeAperture Management LLC 1 shared · one timeUncommon Denominator Management LLC 1 shared · one timeArch Venture Partners 1 shared · one timeHivemind Capital Partners LLC 1 shared · one time4x4 Capital 1 shared · one timePlural Uk Management 1 shared · one timeUnless Management LP 1 shared · one timeDN Capital (US), Inc 1 shared · one timeMcwhorter Ventures, LLC 1 shared · one time5th Century Partners 1 shared · one timeCarnelian Energy Capital Management, LP 1 shared · one timeKamerra Holdings, LLC 1 shared · one timeCMT Asset Management LLC 1 shared · one timeAIR Street Capital II LP 1 shared · one timeHakluyt Capital Limited 1 shared · one timeNCN 1 shared · one timeBay City Capital 1 shared · one timeCresta Fund Management LLC 1 shared · one timeGreenridge Growth Partners 1 shared · one timeFTV Capital 1 shared · one timeA1 Management Co. LLC 1 shared · one timeBoston Millennia Partners 1 shared · one timeNSV Management LLC 1 shared · one timeBlueprint Local LLC 1 shared · one timeSofinnova Investments, Inc. 1 shared · one timeLAS Olas Venture Capital 1 shared · one timeSamsara Biocapital, LLC 1 shared · one timeMarketriders 1 shared · one timeFGC Management Co., LLC 1 shared · one timeAbbaei 1 shared · one timeRice Park Capital 1 shared · one time
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
38 dated events
- Sep 16, 2026upgrade your browser no longer listed on Arctaris Impact Investors's portfolio pageRemoved from portfolio pagePortfolioInferenceupgrade your browserVenture organization websites (about, team, portfolio, thesis, news pages)
- Oct 10, 2024Benjamin Jay Bornstein (Managing Director) no longer on Schedule A of Arctaris Impact Investors
- Mar 29, 2024Neil Katz (Managing Director) no longer on Schedule A of Arctaris Impact Investors
- Jul 1, 2022Nihar Aurang Sait joined Schedule A of Arctaris Impact Investors as Managing Director
- Jul 1, 2022Neil Katz joined Schedule A of Arctaris Impact Investors as Managing Director
- Apr 18, 2022James Christopher Robinson (Managing Director) no longer on Schedule A of Arctaris Impact Investors
- Apr 18, 2022Mark Allen Garcia (Vice President Of Finance) no longer on Schedule A of Arctaris Impact Investors
- Jun 29, 2021Jonathan Tower (Managing Partner: Arc Cap Prtnrs, Llc; Arc Mi Mgr, Llc, Arp Mgmt, Llc, Arc Royalty Prtnrs, Llc, Arc Oz Mgmt, Llc, Arc Imp Inv) no longer on Schedule A of Arctaris Impact Investors
- Jun 1, 2021Alan Kent Halfenger joined Schedule A of Arctaris Impact Investors as Chief Compliance Officer
- May 1, 2021Mark Allen Garcia joined Schedule A of Arctaris Impact Investors as Vice President Of Finance
- Mar 31, 2021Arctaris Opportunity Zone Fund V, LLC no longer reported on Form ADV by Arctaris Impact InvestorsFund no longer reportedFundsInferenceArctaris Opportunity Zone Fund V, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021Arctaris Opportunity Zone Fund VII, LLC no longer reported on Form ADV by Arctaris Impact InvestorsFund no longer reportedFundsInferenceArctaris Opportunity Zone Fund VII, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021Arctaris Opportunity Zone Fund III, LLC no longer reported on Form ADV by Arctaris Impact InvestorsFund no longer reportedFundsInferenceArctaris Opportunity Zone Fund III, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021Arctaris Opportunity Zone Fund Viii, LLC no longer reported on Form ADV by Arctaris Impact InvestorsFund no longer reportedFundsInferenceArctaris Opportunity Zone Fund Viii, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021Arctaris Opportunity Zone Fund IV, LLC no longer reported on Form ADV by Arctaris Impact InvestorsFund no longer reportedFundsInferenceArctaris Opportunity Zone Fund IV, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021Arctaris Opportunity Zone Select Fund III, LLC no longer reported on Form ADV by Arctaris Impact InvestorsFund no longer reportedFundsInferenceArctaris Opportunity Zone Select Fund III, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021Arctaris Opportunity Zone Fund I, LLC no longer reported on Form ADV by Arctaris Impact InvestorsFund no longer reportedFundsInferenceArctaris Opportunity Zone Fund I, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021Arctaris Opportunity Zone Fund VI, LLC no longer reported on Form ADV by Arctaris Impact InvestorsFund no longer reportedFundsInferenceArctaris Opportunity Zone Fund VI, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021Arctaris Opportunity Zone Select Fund II, LLC no longer reported on Form ADV by Arctaris Impact InvestorsFund no longer reportedFundsInferenceArctaris Opportunity Zone Select Fund II, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021Arctaris Opportunity Zone Fund 2020, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $62,360,164Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Fund 2020, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2021Arctaris Opportunity Zone Select Fund I, LLC no longer reported on Form ADV by Arctaris Impact InvestorsFund no longer reportedFundsInferenceArctaris Opportunity Zone Select Fund I, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Fund II, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $2,000,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Fund 2019, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Fund Viii, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $610,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Fund Viii, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Fund III, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $2,000,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Fund III, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Fund IV, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $2,000,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Fund IV, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Select Fund II, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $330,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Select Fund II, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Select Fund III, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $330,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Select Fund III, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Select Fund I, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $330,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Select Fund I, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Fund I, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $2,600,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Fund I, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Fund V, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $1,700,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Fund V, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Fund VI, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $1,700,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Fund VI, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Impact Fund, LP first reported on Form ADV by Arctaris Impact Investors (Other Private Fund), GAV $3,000,000Fund first reported on Form ADVFundsFactArctaris Impact Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Opportunity Zone Fund VII, LLC first reported on Form ADV by Arctaris Impact Investors (Private Equity Fund), GAV $610,000Fund first reported on Form ADVFundsFactArctaris Opportunity Zone Fund VII, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Income Fund, LP first reported on Form ADV by Arctaris Impact Investors (Other Private Fund), GAV $9,000,000Fund first reported on Form ADVFundsFactArctaris Income Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Royalty Ventures Co-Investment Fund Limited Partnership first reported on Form ADV by Arctaris Impact Investors (Other Private Fund), GAV $8,500,000
- Jun 19, 2020Michigan Income & Principal-Protected Growth Fund, LP first reported on Form ADV by Arctaris Impact Investors (Other Private Fund), GAV $17,000,000Fund first reported on Form ADVFundsFactMichigan Income & Principal-Protected Growth Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 19, 2020Arctaris Impact Investors first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 1, 2019Sari Lynn Tower joined Schedule A of Arctaris Impact Investors as Owner
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 8 private funds
Evidence
35 observations from 2 sources