9
95 Impact Capital, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$0
About
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.
Client services
Selection of other advisers
Advisory consulting
Expertise
Private / alternative investments
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
Account minimum: $15,000,000 Minimum fee: Fixed fees negotiable between $25,000 and $100,000 annually Fee-only: Fixed advisory consulting fees as described above; no commissions or performance fees charged
Main office location
95 Impact Capital, Inc.
Greensboro NC, United States
Number of offices
1
Most active in
95 Impact Capital, Inc. has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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