Arctaris Impact Investors provides portfolio management for pooled vehicles. The firm advises 6 private funds.
Arctaris Impact Investors reports 8 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($347M across 6 accounts) are managed with discretion. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 8 | $347M | 100.0% | $43.4M |
| Total | 8 | $347M | 100% | $43.4M |
- Clients
- 8
- Regulatory AUM
- $347M
- AUM share
- 100.0%
- Avg. per client
- $43.4M
Total
- Clients
- 8
- Regulatory AUM
- $347M
- AUM share
- 100%
- Avg. per client
- $43.4M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 6
- Financial planning clients last fiscal year
- 0
Arctaris Impact Investors is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Arctaris Advisory Holding LLC owns 75% or more of Arctaris Impact Investors. The leadership team of Arctaris Impact Investors includes Chief Compliance Officer Alan Halfenger. It has 24 employees, 15 of them in advisory roles.
Leadership
- Alan HalfengerChief Compliance Officer
- Patrick MullenHead of Sales
- Uchechukwu OsujiManaging Director
- Nihar SaitManaging Director
- Jonathan TowerManaging Partner
Staff
- 24 employees
- 15 in advisory functions
- Owns 75% or more of Arctaris Impact Investors, LLC
Arctaris Advisory Holding LLC
Control person · since June 2024
Arctaris Holdco LLC
Indirect owner · Control person · since June 2024
Arctaris Impact Investors’ regulatory assets grew from $267M (April 2022) to $347M (March 2026); clients rose from 6 to 8 and employees were 24 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $347M | 8 | 24 | 3 |
| March 2025 | $351M | 8 | 27 | 3 |
| May 2024 | $353M | 8 | 31 | 2 |
| March 2023 | $336M | 7 | 27 | 2 |
| April 2022 | $267M | 6 | 23 | 2 |
Besides its headquarters, Arctaris Impact Investors has 2 offices, with 3 listed addresses in Massachusetts, New York and Utah.
Massachusetts · 1 listed address
- 20 William Street, Suite 200, WellesleyHQ
New York · 1 listed address
- 600 Third Ave 2nd Floor, New York
Utah · 1 listed address
- 299 South Main St, Salt Lake City
Contact and registration details
- Legal name
- Arctaris Impact Investors, LLC
- Headquarters
- 20 William Street, Suite 200, Wellesley, MA 02481
- Website
- arctaris.com
- Phone
- 617-735-6000
- @arctaris-impact-investors-llc
- SEC file
- 801-121921
- Structure
- Delaware LLC
- Fiscal year end
- December
Arctaris Impact Investors has custody of client assets.
How many clients does Arctaris Impact Investors have?
Arctaris Impact Investors has 8 clients and manages $347 million for them, as of March 2026. They include 8 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Arctaris Impact Investors offer?
Arctaris Impact Investors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Arctaris Impact Investors have?
Arctaris Impact Investors has 0 investment adviser representatives registered with state securities authorities, out of 24 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Arctaris Impact Investors?
Arctaris Impact Investors’ direct owner is Arctaris Advisory Holding LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Arctaris Impact Investors get paid?
Arctaris Impact Investors is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Arctaris Impact Investors?
Arctaris Impact Investors’ main office is at 20 William Street, Suite 200, Wellesley, MA 02481. Its phone number is 617-735-6000. Its website is arctaris.com.