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Calvert Impact Advisory Services, LLC

● SEC registered since 2023CRD 326022SEC# 801-128731Bethesda, MD
Export (members)
Reg. AUM
$174.6M
Employees
78
Accounts
1
Location
Bethesda, MD

Calvert Impact Advisory Services, LLC assets under management

Calvert Impact Advisory Services, LLC operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2023. It reports $174.6 million in regulatory assets under management and employs 78 people.

Calvert Impact Advisory Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Calvert Impact, Inc. ControlMemberOver 75%2023
Derek Michael Strocher ControlTreasurerUnder 5%2023
Jennifer Pryce ControlPresidentUnder 5%2023
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Frequently asked questions

How much does Calvert Impact Advisory Services, LLC manage?

Calvert Impact Advisory Services, LLC reports $174.6 million in regulatory assets under management on its Form ADV.

How many employees does Calvert Impact Advisory Services, LLC have?

Calvert Impact Advisory Services, LLC reports 78 employees.

Where is Calvert Impact Advisory Services, LLC located?

Calvert Impact Advisory Services, LLC is based in Bethesda, MD and has been SEC-registered since 2023.

Does Calvert Impact Advisory Services, LLC disclose fund performance?

Calvert Impact Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7550 Wisconsin Avenue, 8th Floor, Bethesda, MD 20814
Phone1-800-248-0337
Office hours9:00 a.m. - 5:00 p.m. Et
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$174.6M
Non-discretionary$0
Total (RAUM)$174.6M