ARCTARIS IMPACT INVESTORS

20 William Street
Suite 200
Wellesley, Massachusetts 02481
Tel: (617)-735-6000

About ARCTARIS IMPACT INVESTORS

ARCTARIS IMPACT INVESTORS, formally registered with the SEC as ARCTARIS IMPACT INVESTORS. The firm was established in 07/30/2021. They have over 2 offices throughout the country.

ARCTARIS IMPACT INVESTORS is a Wellesley, Massachusetts based Financial Planning firm with nearly $352,647,809 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306898
SEC#	801-121921
Assets Managed by Firm	$352,647,809
No. of Clients	8
No. of Advisors	31

Fee Structure

A percentage of AUM
Performance Based
Other (FIXED INCOME SERVICING, LAUNCH, ACQUISITION AND DISPOSITION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (MANAGEMENT OF CDE VEHICLE)

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$352,647,809

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