ACCION IMPACT MANAGEMENT LLC
SEC RegisteredAbout the firm
Accion Impact Management is an SEC registered investment advisor and the platform for impact investments in financial inclusion leveraging third-party capital. It seeks to provide quality financial services to underserved people at scale by harnessing the capital markets. Accion Ventures and Accion Digital Transformation are investment strategies of Accion Impact Management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Impact investments in financial inclusion leveraging third-party capital, including investment strategies such as Accion Ventures and Accion Digital Transformation.
Who they serve
Underserved people seeking financial services, including a safe place to save money, credit to manage and grow businesses, and insurance to protect against climate disasters.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 4 | $238M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACCION IMPACT MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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