CALVERT IMPACT ADVISORY SERVICES, LLC
Adviser information for CALVERT IMPACT ADVISORY SERVICES, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 41 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $111.5M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $111.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $111.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128731 |
|---|---|
| SEC ERA File Number | 801-128731 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326022 |
| Legal Entity Identifier | None |
Principal Office
7550 WISCONSIN AVENUE, 8TH FLOORBETHESDA
MD
United States
Monday - Friday, 9:00 AM - 5:00 PM ET
Tel: 1-800-248-0337, Fax: None
Websites
Chief Compliance Officer
EMMELINE LIU
SECRETARY
7550 WISCONSIN AVE, 8TH FLOOR
BETHESDA
MD
United States
Tel:
301-280-6008
C*********@****************G
(Full email address available in API data)
Regulatory Contact
ROBERT BRECHT
ASSOCIATE GENERAL COUNSEL
7550 WISCONSIN AVE, 8TH FLOOR
BETHESDA
MD
United States
Tel:
240-630-6557
R******@****************G
(Full email address available in API data)
Industry Affiliates
| MDBF GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PRYCE, JENNIFER | Individual | – | PRESIDENT | 02/2023 | < 5% |
| CALVERT IMPACT, INC. | Domestic Entity | – | MEMBER | 02/2023 | > 75% |
| LIU, EMMELINE, SHU-TEH | Individual | – | SECRETARY AND CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |
| STROCHER, DEREK, MICHAEL | Individual | – | TREASURER | 02/2023 | < 5% |