CRD: 329616
Impact Capital Partners LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha north
- Established Date
- 02-07-2024
- Office Locations
- 2
Office Locations
About Impact Capital Partners LLC
Impact Capital Partners is an independent, fiduciary advisory firm providing comprehensive financial planning and strategic investment management for entrepreneurs and business owners, corporate executives, and multi-generational families. The team emphasizes long-term, goal-aligned portfolio construction with ongoing education, monitoring, and adjustments through a structured exploration–planning–action process, including expertise in business transition and exit planning (CFP® professionals and a Certified Exit Planning Advisor).
Team overview
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Owner & Executives
JONATHAN MICHAEL AMEEN
ANALYST, Chief Compliance Officer, PARTNER
- CRD
- #5200041
- Ownership
- Less than 5%
GREG SEGAL
Co-Chief Executive Officer, Partner
- CRD
- #4764691
- Ownership
- Less than 5%
Crest pioneer
Horizon fusion optima
- CRD
- #39811
- Ownership
- 25.0%
Showing 2 of 3 owners & executives
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SHANNON C GRAHAM
Partner
- CRD
- #5793073
Anna Maurine Healy
--
- CRD
- #5317591
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $601,972,388 | $346,958 |
| Non-Discretionary | $23,666,878 | $187,832 |
| Total | $625,639,266 | $336,184 |
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Separately Managed Accounts
Total SMA Asset: $625,639,266
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $728,505,011 | 11.6% |
| Public Funds | $270,049,271 | 4.3% |
| Cash | $314,010,780 | 5.0% |
| U.S. Government/Agency | $527,538,111 | 8.4% |
| Corporate - Investment Grade | $1,262,323,337 | 20.1% |
| Other | $791,307,167 | 12.6% |
| Municipal Bonds | $1,136,719,025 | 18.1% |
| Corporate - Non-Investment Grade | $1,249,762,906 | 19.9% |
| Total | $6,280,215,608 | 100.0% |