Capital Impact Advisors, LLC
Capital Impact Advisors, LLC is an SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2013 and manages assets primarily for institutional clients, such as investment companies. With a lean team of approximately 5 employees, 80% of whom are investment professionals, it specializes in portfolio management and investment advisory services, focusing on listed equities. The firm does not serve retail or individual investors, but rather manages concentrated, high-conviction portfolios on behalf of institutional clients such as pension funds or retirement systems.
Investment Strategy
Capital Impact Advisors, LLC employs a discretionary, research-driven investment strategy focusing on equity securities of public companies. The firm's approach is to identify, analyze, and invest in growth-oriented companies with significant upside potential, based on fundamental analysis. Their portfolios tend to concentrate on large-cap technology and growth stocks, with recent holdings including Nvidia, Oracle, Facebook (Meta), Robinhood, and Alphabet. The firm aims to deliver risk-adjusted returns primarily for institutional clients such as investment companies and pension plans.
Top Holdings
Equity Positions (30)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.97% | $23.1M | 145,041 | $112.82 | $157.99 | +$8.8M |
O ORCL | ORACLE CORP | 6.06% | $20.1M | 91,109 | $144.91 | $218.63 | +$8.2M |
M META | META PLATFORMS INC | 6.04% | $20.1M | 26,938 | $576.36 | $738.09 | +$4.4M |
H HOOD | ROBINHOOD MKTS INC | 5.46% | $18.1M | 191,755 | $41.62 | $93.63 | +$9.0M |
N NFLX | NETFLIX INC | 5.35% | $17.8M | 13,130 | $1339.13 | $1339.13 | +$17.8M |