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Nia Impact Capital

Updated today

Client AUM

$256,128,957

Clients

147

Advisors

3

across 2 offices

About

Nia Impact Capital provides discretionary investment management and financial planning primarily to individual and high‑net‑worth clients, and also works with a smaller set of institutional‑style clients. Its services include multiple separately managed account (SMA) strategies, mutual fund management for the Nia Impact Solutions Fund, sub‑advisory and model‑delivery/UMA portfolio management relationships, and periodic financial planning.

The firm’s investment process is built around a proprietary Six Solutions Themes framework and a gender‑lens screen that requires women in leadership, pairing top‑down thematic screening with bottom‑up fundamental analysis across global and U.S. equity strategies. Nia supplements portfolio construction with active shareholder engagement and proxy voting, and discloses an ongoing commitment to donate a portion of management profits to nonprofit organizations.

Nia is notable among peers for acting as adviser and sponsor to a registered mutual fund while also serving other advisers and program sponsors — a combination that is uncommon for firms of its size. It has strategy‑level distinctions as well, including a concentrated innovations SMA and an Equity Forward SMA that applies explicit racial‑equity leadership and revenue criteria, and the firm’s materials include predecessor performance, third‑party ratings and performance results; it also offers public educational seminars and workshops led by its founder.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

ESG / Sustainable investing Active portfolio management Concentrated stock management

Demographic focus

Women Professionals Women's Finance

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Fee options

Fixed

$1,500 - $10,000 for financial planning/consulting services

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.75%

Project-based

$200 - $500 per hour for financial planning/consulting services

Other

Account minimum: $500,000 Fee-only: Hourly fee $200 - $500 per hour; flat fee $1,500 - $10,000 for financial planning/consulting services

Main office

See office

Berkeley CA

Advisors at this office

2

Most active in

California · Colorado · Louisiana · Massachusetts · Michigan · Nebraska · New Hampshire · New York · Pennsylvania · Rhode Island · Texas

Also doing business as

Nia Community Investments, LLC · Nia Global Solutions · Nia Impact Advisors, LLC · Nia Impact Capital

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kristin H

Series 65

Piedmont, CA

Nia Impact Capital

Kristin Hull is a financial advisor at Nia Impact Capital with eight years of industry experience. She holds a Series 65 credential and has worked at Nia Impact Advisors, LLC since 2017 and Green Alpha Advisors, LLC from 2015 to 2018. Dr. Hull also serves on the Investment Committee of Green Alpha Advisors, LLC for the Nia Global Solutions strategy. Nia Impact Capital provides discretionary portfolio management and financial planning to individual and high-net-worth clients, trusts, nonprofit organizations, registered investment companies, and other financial advisers. The firm employs a gender-lens and thematic investment approach focused on long-term equity holdings and active shareholder engagement.

ESG / Sustainable investing Active portfolio management Concentrated stock management Women Professionals Women's Finance
user avatar

Sampurna K

Series 65

Berkeley, CA

Nia Impact Capital

Sampurna Khasnabis is a financial advisor at Nia Impact Capital with a Series 65 designation and four years of industry experience. Prior to joining Nia Impact Capital, she held roles at the University of Chicago, Ashoka University, the Centre for Civil Society, and Amnesty International India. Nia Impact Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, using a proprietary Six Solutions Themes framework and gender-lens screening to guide investment decisions. The firm is notable for acting as adviser and sponsor to a registered mutual fund while also serving other advisers and program sponsors.

ESG / Sustainable investing Active portfolio management Concentrated stock management Women Professionals Women's Finance
user avatar

Jethro T

CFA®

Berkeley, CA

Nia Impact Capital

Jethro Townsend is a CFA® charterholder with nine years of industry experience. He is currently with Nia Impact Capital, where he has worked since 2024, following a nine-year tenure at Addend Capital Management. Nia Impact Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, trusts, nonprofit organizations, registered investment companies, and other financial advisers. The firm employs a gender-lens and thematic investment approach, combining quantitative and venture-style analysis, and engages in active shareholder advocacy while managing its own registered mutual fund alongside UMA/model delivery and sub-advisory relationships.

ESG / Sustainable investing Active portfolio management Concentrated stock management Women Professionals Women's Finance
View complete list of advisors at this firm
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