{"url":"https://nivawealth.com/firms/arctaris-impact-investors-306898","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306898","regulatoryAum":347298770,"crd":"306898","history":[{"filedOn":"2022-04-18","regulatoryAum":266744007,"clients":6,"employees":23,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":336450406,"clients":7,"employees":27,"offices":2},{"filedOn":"2024-05-01","regulatoryAum":352647809,"clients":8,"employees":31,"offices":2},{"filedOn":"2025-03-28","regulatoryAum":350984791,"clients":8,"employees":27,"offices":3},{"filedOn":"2026-03-31","regulatoryAum":347298770,"clients":8,"employees":24,"offices":3}],"secFileNumber":"801-121921","legalName":"Arctaris Impact Investors, LLC","displayName":"Arctaris Impact Investors","slug":"arctaris-impact-investors-306898","website":"https://arctaris.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/306898/29b8ce3540492aa6-r1.webp","tone":"light","width":486,"height":200,"sourceUrl":"https://www.arctaris.com/","sourceLabel":"Arctaris Impact Investors, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/arctaris-impact-investors-llc","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"20 William Street, Suite 200","city":"Wellesley","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02481"},"tradeNames":[],"registration":{"secApproved":"30 July 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":24,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":347298770,"discretionary":347298770,"discretionaryAccounts":6,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":8},"clientTypes":[{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":347298770}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Arctaris Impact Investors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Alan Halfenger","title":"Chief Compliance Officer","crd":"1715234"},{"name":"Patrick Mullen","title":"Head of Sales","crd":"5686621"},{"name":"Uchechukwu Osuji","title":"Managing Director","crd":"4431454"},{"name":"Nihar Sait","title":"Managing Director","crd":"6657457"},{"name":"Jonathan Tower","title":"Managing Partner","crd":"7244422"}],"ownership":[{"label":"Arctaris Advisory Holding LLC","detail":"Owner in the 75% or more ownership band and a control person, since June 2024."},{"label":"Arctaris Holdco LLC","detail":"Indirect owner: indirect owner of Arctaris Advisory Holding LLC and a control person, since June 2024.","parent":"Arctaris Advisory Holding LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"20 William Street, Suite 200","city":"Wellesley","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"600 Third Ave 2nd Floor","city":"New York"}]},{"state":"Utah","offices":1,"addresses":[{"street":"299 South Main St","city":"Salt Lake City"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-735-6000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":"0","assetMix":[],"privateFunds":6},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/306898/PDF/306898.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Arctaris Impact Investors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Arctaris Impact Investors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Arctaris Impact Investors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Arctaris Impact Investors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Arctaris Impact Investors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Arctaris Impact Investors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}