Fern Impact Advisors, LLC

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Client assets under management

$1,734,334

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$346,867

About

FERN Impact Advisors serves individual and institutional investors through discretionary portfolio management and financial planning, and provides separately managed accounts tailored to clients’ objectives. The firm also recommends and may place clients into other investment vehicles, including private equity vehicles and pooled products, when appropriate.

FERN’s investment process combines a macroeconomic cyclical outlook with a proprietary model that integrates fundamental analysis, ESG/impact criteria, technical analysis and firm-wide risk controls to implement strategic and tactical allocations. Portfolios may employ derivatives and option strategies, and the firm provides ongoing reporting to clients, including monthly performance statements and written financial plans.

Distinctively, FERN is affiliated with and acts alongside a private long/short ESG investment fund, operating as an investment manager and sponsor and receiving fund-based management and incentive allocations, which can create conflicts of interest the firm discloses and mitigates through policies. The adviser also deals in a range of less-common products for firms of its size — hedge fund interests, managed futures, non-exchange real estate interests and other private offerings — while serving primarily non‑high‑net‑worth individual clients.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Furnishes advice on non-securities related business such as, retirement planning, education planning

Expertise

ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing

Fee options

Fixed

Fixed fee of $2,000 per comprehensive financial plan, negotiable

Percentage

$0 - $5,000,000: 1.50% annually $5,000,000 - $10,000,000: 1.25% annually $10,000,000 - $25,000,000: 1.10% annually $25,000,000 - $100,000,000: 1.00% annually $100,000,000+: Negotiable

Performance-based

Performance-based fees at affiliate level for private fund (20% incentive allocation on net new capital appreciation)

Other

Fee-only: Fixed fee of $2,000 per comprehensive financial plan, negotiable

Main office location

Fern Impact Advisors, LLC

3675 Crestwood Parkway, Suite 400

Duluth GA 30096, United States

Number of offices

Most active in

Georgia · New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 9144717345

Advisors at this firm

Kristin C

Series 63, Series 65

Duluth, GA

Fern Impact Advisors, LLC

Kristin Carlin is a financial advisor at FERN Impact Advisors, LLC with 12 years of industry experience. She has worked with FERN Impact Advisors and its predecessor, Hunter Investment Partners, since 2012. Carlin is a co-founder and Chief Investment Officer of FERN Impact Partners, LLC, a firm that manages a private long/short equity impact fund. FERN Impact Advisors serves individual and institutional clients through discretionary portfolio management, financial planning, and separately managed accounts. The firm combines macroeconomic analysis with proprietary models that integrate fundamental, ESG/impact, and technical factors, offering a range of investment products including private equity and hedge fund interests.

ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing

Sandra M

Series 63, Series 66

Duluth, GA

Fern Impact Advisors, LLC

Sandra Myburgh is a financial advisor at FERN Impact Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining FERN Impact Advisors, formerly Hunter Investment Partners, she worked at Hunter Investment Partners, LLC from 2017 to 2020. Myburgh is also the founder and CEO of FERN Impact Partners, LLC, which operates a private investment partnership focused on sustainable liquid equity investments using a Long/Short Equity Plus Impact strategy. FERN Impact Advisors serves individual and institutional investors through discretionary portfolio management and financial planning, offering separately managed accounts tailored to client objectives. The firm’s investment process combines a macroeconomic cyclical outlook with a proprietary model that integrates fundamental analysis, ESG/impact criteria, technical analysis, and firm-wide risk controls to implement strategic and tactical allocations.

ESG / Sustainable investing Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing

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