A complete list of active advisors currently associated with 95 Impact Capital, Inc.
Warmer can help you find a great advisor at 95 Impact Capital, Inc. or one who fits your needs even better.
95 Impact Capital provides specialized, concierge advisory consulting to ultra-high net worth clients, family offices, family-owned businesses, qualified purchasers, endowments, and foundations on complex, research-intensive financial topics. The firm focuses on alternative investments — including private placements, private equity, real estate, and hedge funds — and assists clients with portfolio-level analysis, investment committee support, and the vetting and selection of third‑party money managers. The firm's principal combines legal, accounting, and business experience to review offering documents, audited financial statements, and business plans when evaluating alternative opportunities, with emphasis on understanding exposures such as leverage, illiquidity, and interest rate risk. Rather than providing discretionary portfolio management for individual accounts, the firm delivers tailored consulting engagements, monitors recommended third‑party managers, and does not charge advisory fees based on a percentage of assets under management. Distinctive features include an affiliation with a licensed attorney within the firm and with an affiliated registered investment adviser that sponsors a long/short equity private pooled vehicle in which the firm may solicit client investment, arrangements the brochure discloses and manages through policies and disclosures. The firm operates as a solo adviser with a very small client roster while reporting advisory involvement across substantial aggregate assets it does not itself trade, reflecting a consultancy-focused model rather than direct, discretionary asset management.
To learn more about the advisors currently working at 95 Impact Capital, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Greensboro, NC
| 10
|
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