Domini Impact Investments Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 4
- Avg AUM / client
- $611M
- Accounts
- 4
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 4 | $2.4B | 100.0% |
People (13)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brooks, James, Earl | Member | Apr 1997 (29y) | 5% – 10% | |
| Lydenberg, Steven, David | Member And Strategic Vision Partner | Apr 1997 (29y) | Less than 5% | |
| Thornton, Amy, Domini | Chairperson, Member And Manager | Apr 1997 (29y) | ≈ 1.25% – 5% via Domini Holdings Llc | |
| Tallini, Maurizio | Chief Compliance Officer And Member | May 2005 (21y) | Less than 5% | |
| Laible, Carole, Mayer | Ceo, Member And Manager | Jul 2005 (21y) | 5% – 10% | |
| Dunphy, Megan, Louise | General Counsel And Member | Nov 2014 (12y) | Less than 5% | |
| Povall, Christina, Marie | Chief Financial Officer And Member | Nov 2014 (12y) | Less than 5% | |
| Charles Frederick David Boit | Trustee, John G. Kinder Gst Trust And John G. Kinder Non Gst Trust | CFA | Feb 2016 (11y) | 5% – 10% |
| Hugh L. Warren | Trustee, Jotham C. Kinder Gst Trust And Jotham C. Kinder Non Gst Trust | CFA | Feb 2016 (11y) | 5% – 10% |
| Thomas Russell Appleton | Trustee, The Michael P. Thornton Qtip Trust | CFA | Feb 2016 (11y) | 10% – 25% |
| Wendy Shaw Holding | Trustee, John G. Kinder Gst Trust And John G. Kinder Non Gst Trust | CFA | Feb 2016 (11y) | 5% – 10% |
| David Cuetos Ruano | Trustee, The Michael P. Thornton Qtip Trust | CFA | May 2021 (5y) | 10% – 25% |
| Nushin Kormi | Trustee, Jotham C. Kinder Gst Trust And Jotham C. Kinder Non Gst Trust | CFA | May 2023 (3y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Michael P. Thornton Qtip Trust | Member | Feb 2016 | A | 10% – 25% |
| Domini Holdings Llc | Member | Jul 2002 | A | 5% – 10% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thornton, Amy, Domini: 25% – 50% of Domini Holdings Llc × 5% – 10% direct ≈ 1.25% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $9.8M (0% of AUM) Mar 2019
- UBS $1.3M (0% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗