Form D · Other Investment Fund

INCOME & IMPACT FUND, LLC

Manchester, MA · CIK 0001596022

Offering snapshot reported Sep 18, 2026 · SEC filing

Reported sold
$39.7M
Indefinite offering
Investors reported
127
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jan 1, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$19.9M$39.7MSep 2, 2025: $37,567,000.00Sep 2, 2025Sep 2, 2026: $39,737,000.00Sep 18, 2026: $39,737,000.00Sep 18, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors139 → 127

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 18, 2026Amendment$39,737,000$0vs Sep 2, 2026127SEC filing
Sep 2, 2026Amendment$39,737,000$2,170,000vs Sep 2, 2025139SEC filing
Sep 2, 2025Amendment$37,567,000No comparisonNot reportedSEC filing
Oct 1, 2024Amendment$36,967,000$8,500,000vs Oct 18, 202252SEC filing
Oct 6, 2023Amendment$36,217,000$7,750,000vs Oct 18, 202259SEC filing
Oct 18, 2022Amendment$28,467,000$1,380,000vs Oct 8, 202164SEC filing
Oct 8, 2021Amendment$27,087,000$1,300,000vs Oct 9, 202058SEC filing
Oct 9, 2020Amendment$25,787,000-$4,290,000vs Oct 21, 201994SEC filing
Oct 21, 2019Amendment$30,077,000$29,517,000vs Apr 11, 201997SEC filing
Apr 11, 2019Initial$560,000No comparison3SEC filing
Apr 12, 2018Initial$2,925,000No comparison14SEC filing
Oct 13, 2017Initial$400,000No comparison3SEC filing
Apr 6, 2017Initial$834,000No comparison6SEC filing
Oct 12, 2016Initial$1,155,000No comparison8SEC filing
Apr 8, 2016Initial$1,850,000No comparison8SEC filing
Apr 10, 2014Amendment$9,795,000$2,835,000vs Jan 7, 201442SEC filing
Jan 7, 2014Initial$6,960,000No comparison28SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-337029

Source: Form D, filed Sep 18, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

INCOME & IMPACT FUND LLC

Investment adviser: ARJUNA CAPITAL, LLC

Gross asset value
$18.1M
Beneficial owners
53
ADV minimum commitment
$250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WOLF & COMPANY BOSTON, Massachusetts, United States
Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No
Custodian CLIMATE FIRST BANK ST. PETERSBURG, Florida, United States Related to adviser: No
Custodian WALDEN MUTUAL BANK CONCORD, New Hampshire, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WOLF & COMPANY
PCAOB 392

Filing source

Form ADV 2081444 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1498624239

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Arjuna Capital, Llc Promoter
Taylor Baldwin Executive
Michael Baldwin Director, Executive
Baldwin Brothers Inc. Baldwin Brothers Inc. Promoter
Baldwin Brothers Inc. Promoter
Frank Farnum Brown Executive
Farnum Brown Executive
Alexandra Ellis Executive
Natasha Lamb Executive
Alexander Lamb Executive
John Mannix Director
William Marvel Director
New Summit Investments Llc New Summit Investments Llc Promoter
Dylan Sage Executive
Adam Seitchik Director, Executive
Ellen Stone Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
13 Elm Street, Suite 2
Manchester, MA, 01944