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- Custodian
- Interactive Brokers ยท Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-06-2012
- Office Locations
- 1
Office Locations
About Fern Impact Advisors, LLC
FERN Impact is a female-owned, research-driven investment firm offering impact-oriented equity strategies for individuals, institutions, family offices and RIAs. Portfolios are built using its proprietary FIT process (fundamental, impact and technical analysis) with active risk management, spanning global and international all-cap and international small-cap mandates plus a discretionary global long/short equity fund. A portion of performance fees is directed to community initiatives, including a 501(c)(3) fund supporting Ranyaka.
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Owner & Executives
KRISTIN ELIZABETH CARLIN
Advisor, Managing Partner
- CRD
- #2632010
- Ownership
- 50% but less than 75%
SANDRA MYBURGH
Chief Compliance Officer, Investment Advisor, Managing Partner
- CRD
- #5133378
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,734,334 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,734,334 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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