IMPACT CAPITAL PARTNERS LLC

CRD

329616

SEC file #

801-129440

EIN

990442695

DBA names

—

Economics

AUM

$625.6M

AUM band

$500M-$1B

AUM trajectory

'25 · $528.0M

'26 · $625.6M

'25'26

$528.0M → $625.6M▲ +18%

sec adv history

Client mix

Individuals High Net Worth	177
Individuals Other	53

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 5 advisors

'26 · 5 advisors

'25'26

5 advisors → 5 advisors▬ 0%

sec adv history

Primary office

GREENWOOD VILLAGE CO

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/03/2026

impactcapitalpartners.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

2 INLETS LLC

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

2 INLETS LLC

TWO-ONE CAPITAL LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

IMPACTCAPITALPARTNERS.COM

Rdap Domain Creation Date

2004-08-24T16:36:52Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002054916

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-10

Edgar Last Filing Date

2026-04-10

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-10

Accession0001951757-26-000577

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

8101 E PRENTICE AVESUITE 1080GREENWOOD VILLAGE, CO 80111

Business

8101 E PRENTICE AVESUITE 1080GREENWOOD VILLAGE, CO 80111

Edgar EIN

990442695

Edgar Recent Filings

13F-HR2026-04-10 · 0001951757-26-000577

13F-HR2026-01-07 · 0001951757-26-000022

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-08-24T16:36:52Z

Rdap Domain Last Changed

2025-08-25T18:49:24Z

Rdap Nameservers

Ns75.domaincontrol.comNs76.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate