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How does the advisor help clients – Key Takeaways:
Social Impact Capital, L.L.C. is a financial advisory firm that specializes in helping clients make investments that have a positive social impact. They provide expert guidance and advice to clients who are looking to align their financial goals with their values and make a difference in the world.
Facts and Insights
Founded in 2010, Social Impact Capital, L.L.C. has been in the business of impact investing for over a decade. They have assets under management of $500 million and a team of 10 experienced and dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 2010 |
Financial Services Offered
Social Impact Capital, L.L.C. offers a range of investment services to help clients achieve their financial and social impact goals. These include:
- Portfolio construction and management
- Impact measurement and evaluation
- Impact strategy development
- Financial planning and wealth management
Client Types
Social Impact Capital, L.L.C. serves a diverse range of clients including high net worth individuals, family offices, and institutional investors. They also work with foundations and non-profit organizations seeking impact investments to further their missions.
Fees & Compensation
Social Impact Capital, L.L.C. follows a fee-based compensation structure, meaning they are not incentivized to promote any specific investment products. They charge a percentage of assets under management as their fee, ensuring that their interests are aligned with their clients’ goals.
Background
The team at Social Impact Capital, L.L.C. is made up of experienced financial professionals who are passionate about using finance as a force for good. Their backgrounds include investment banking, private equity, and impact investing, making them well-equipped to provide holistic and unbiased financial advice to their clients.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to understand any potential conflicts of interest or disclosures they may have. Social Impact Capital, L.L.C. takes transparency seriously and fully discloses any potential conflicts to their clients before beginning an advisory relationship.