SourcingSourcing

CALVERT IMPACT ADVISORY SERVICES, LLC

B57
CRD 326022·SEC 801-128731·BETHESDA, MD
AUM
$197.8M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$593K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CALVERT IMPACT ADVISORY SERVICES, LLC
CRD
326022
SEC file #
801-128731
EIN
—
DBA names
—

Economics

AUM
$197.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$174.6M → $197.8M▲ +13%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
9
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
8 advisors → 2 advisors▼ -75%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
calvertimpactcapital.org

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CALVERT IMPACT, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
CALVERT IMPACT, INC.
BRECHT, ROBERT, MARVIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
calvertimpactcapital.org
Rdap Domain Creation Date
2017-06-21T12:57:01.21Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-21T12:57:01.21Z
Rdap Domain Last Changed
2025-08-05T12:57:34.436Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
BRECHT, ROBERT, MARVIN
Executive Officer · 2.5%
5975158
PRYCE, JENNIFER
Executive Officer · 2.5%
2789820
STROCHER, DEREK, MICHAEL
Executive Officer · 2.5%
7795965