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Employer firm

95 Impact Partners, LLC CRD 323964

$7.71M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
95 Impact Partners, Llc

Greensboro, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-12-19
  • NC RA
    APPROVED
    Since 2022-12-19

Branch Locations

Greensboro, NC • United States

95 Impact Capital, Inc.

Greensboro, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2016-09-19
  • NC RA
    APPROVED
    Since 2016-09-19

Branch Locations

Greensboro, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
95 Impact Capital, Inc. Greensboro NC 07/2016 Present
95 Impact Partners, Llc Greensboro NC 09/2022 Present
Other Businesses

1. SHURTAPE PERU S.A. IS A NON-INVESTMENT RELATED BUSINESS LOCATED IN LIMA, PERU. CALLE MINERIA, SANTA ANITA, LIMA 43, PERU. THE COMPANY IS AN INDUSTRIAL DISTRIBUTOR OF HARDWARE RELATED ITEMS, INCLUDING ADHESIVE TAPE, INTO PERU. HELPED ESTABLISH A JOINT VENTURE BETWEEN THE PERUVIAN GROUP AND MY EMPLOYER, SHURTAPE TECHNOLOGIES, INC., AND HAVE SERVED AS CHAIR OF THE BOARD SINCE 2001. CONTINUE AS CHAIR AND SPEND 2 HOURS PER MONTH DURING NORMAL WORK (TRADING) HOURS PLUS 1 FULL DAY FOR THE ANNUAL MEETING OF THE BOARD. SPECIFICALLY, I REVIEW MONTHLY AND ANNUAL FINANCIALS AND HELP FORMULATE LONGER TERM STRATEGY OF THE FIRM. MR. DAVIS IS A LICENSED ATTORNEY IN NORTH CAROLINA AND WILL UTILIZE HIS EXPERTISE TO REVIEW AND ANALYZE LIMITED PARTNERSHIP AGREEMENTS AND PRIVATE PLACEMENT MEMORANDUM IN ORDER TO DETERMINE VARIOUS LEGAL RISKS ENTAILED THEREIN 2. 95 IMPACT CAPITAL, INC; 2007 LAFAYETTE AVE. GREENSBORO, NC 27408; INVESTMENT RELATED; TITLE: PRESIDENT/ CHIEF COMPLIANCE OFFICER; START 7/2016; NATURE OF BUSINESS: NON DISCRETIONARY ADVISORY BUSINESS; ROLE: OUTSOURCED CHIEF OFFICER; 32 HOURS DEVOTED TO THIS BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-03
  • S65 Uniform Investment Adviser Law Examination
    2016-08-03
Other Names
  • Egbert L Davis
  • Bert Davis

View on SEC IAPD

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