PPrivate Fund Data Log in Join · $37/mo

Impact Fiduciary LLC

● SEC registered since 2025CRD 288345SEC# 801-134918Pasadena, CA
Export (members)
Reg. AUM
$116M
Employees
2
Accounts
705
Location
Pasadena, CA

Impact Fiduciary LLC assets under management

Impact Fiduciary LLC is an investment advisory firm registered with the SEC based in Pasadena, CA. The firm has been registered since 2025. It reports $116 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/patrick-dinan-cfp%c2%ae-1a645a55View on SEC.gov ↗

Impact Fiduciary LLC owners & executives

1 reported
NameTitleOwnershipSince
Patrick O'Rourke Dinan ControlPresident, CcoOver 75%2017

Frequently asked questions

How much does Impact Fiduciary LLC manage?

Impact Fiduciary LLC reports $116 million in regulatory assets under management on its Form ADV.

How many employees does Impact Fiduciary LLC have?

Impact Fiduciary LLC reports 2 employees.

Where is Impact Fiduciary LLC located?

Impact Fiduciary LLC is based in Pasadena, CA and has been SEC-registered since 2025.

Does Impact Fiduciary LLC disclose fund performance?

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

Contact & registration

Address21 Miller Alley, Suite 210, Pasadena, CA 91105
Phone323-615-1427
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116M
Non-discretionary$0
Total (RAUM)$116M