Allivate Impact Capital Partners with Broadstreet for Employee Ownership Fund Administration
On October 7, 2025, Allivate Impact Capital® made headlines by choosing Broadstreet Impact Services as the administrator for its newly launched Allivate Employee Ownership Fund. This fund is a promising initiative aimed at supporting business owners who are planning their succession while fostering long-term wealth and economic stability for their employees.
Broadstreet Impact Services is well-regarded as a leading provider of fund administration services tailored for impact fund managers. The firm is dedicated to facilitating positive social, environmental, and economic outcomes across the country. Chris Rakers, managing director at Broadstreet, emphasizes the importance of their services in addressing significant challenges that many communities face, particularly the persistent wealth gap. This gap often limits business owners and employees from fully capitalizing on their contributions and hard work.
The Allivate Employee Ownership Fund is designed to offer subordinated debt, which plays a crucial role in facilitating employee ownership transitions. This approach not only helps to preserve jobs but also contributes to local economic resilience. With the fund having been launched recently, its objective is clear: to provide essential capital to business owners who wish to retire or step back from their day-to-day roles while ensuring their businesses continue to thrive under the management and stewardship of employees.
"Broadstreet's operational philosophies closely align with Allivate's commitment to supporting the succession of business ownership that generates lasting wealth for employees," stated Noelle St.Clair Lentz, CEO of Allivate Impact Capital. She reiterated that Broadstreet's expertise in fund administration along with its commitment to impact would be essential as they work to scale the Employee Ownership Fund. The goal is to enhance operational excellence while unlocking liquidity, preserving company legacies, and empowering employees.
Allivate is joining a community of Broadstreet partners focused on building sustainable and robust communities that generate economic opportunities for all residents. This collaborative effort reflects the broader mission of both organizations to ensure that financial growth is accompanied by social responsibility and community enhancement.
Broadstreet has established itself as an impact financial services company, providing a range of services including fund administration, advisory, and management. With over 20 years of experience, the firm caters to values-aligned investors and fund managers, supporting 43 multi-asset funds, 74 single-asset entities, and managing $2.4 billion in total capital. Through their efforts, Broadstreet aims to drive equity and enhance financial performance simultaneously.
Allivate Impact Capital, as a part of the Woodforest Financial Group, aims to achieve significant social impact while delivering attractive, risk-adjusted returns to investors. Their operations revolve around innovative capital solutions designed to elevate communities, alleviate poverty, and activate entrepreneurial ecosystems across America. This partnership with Broadstreet reinforces their commitment to facilitate access to necessary funds for communities that are typically underserved.
For more detailed insights on this initiative or to learn about Broadstreet's comprehensive fund administration services and Allivate's impact funds, visit their respective websites. Joining forces, Allivate and Broadstreet are paving the way for meaningful change in the landscape of employee ownership and community-based investment.
Broadstreet Impact Services is well-regarded as a leading provider of fund administration services tailored for impact fund managers. The firm is dedicated to facilitating positive social, environmental, and economic outcomes across the country. Chris Rakers, managing director at Broadstreet, emphasizes the importance of their services in addressing significant challenges that many communities face, particularly the persistent wealth gap. This gap often limits business owners and employees from fully capitalizing on their contributions and hard work.
The Allivate Employee Ownership Fund is designed to offer subordinated debt, which plays a crucial role in facilitating employee ownership transitions. This approach not only helps to preserve jobs but also contributes to local economic resilience. With the fund having been launched recently, its objective is clear: to provide essential capital to business owners who wish to retire or step back from their day-to-day roles while ensuring their businesses continue to thrive under the management and stewardship of employees.
"Broadstreet's operational philosophies closely align with Allivate's commitment to supporting the succession of business ownership that generates lasting wealth for employees," stated Noelle St.Clair Lentz, CEO of Allivate Impact Capital. She reiterated that Broadstreet's expertise in fund administration along with its commitment to impact would be essential as they work to scale the Employee Ownership Fund. The goal is to enhance operational excellence while unlocking liquidity, preserving company legacies, and empowering employees.
Allivate is joining a community of Broadstreet partners focused on building sustainable and robust communities that generate economic opportunities for all residents. This collaborative effort reflects the broader mission of both organizations to ensure that financial growth is accompanied by social responsibility and community enhancement.
Broadstreet has established itself as an impact financial services company, providing a range of services including fund administration, advisory, and management. With over 20 years of experience, the firm caters to values-aligned investors and fund managers, supporting 43 multi-asset funds, 74 single-asset entities, and managing $2.4 billion in total capital. Through their efforts, Broadstreet aims to drive equity and enhance financial performance simultaneously.
Allivate Impact Capital, as a part of the Woodforest Financial Group, aims to achieve significant social impact while delivering attractive, risk-adjusted returns to investors. Their operations revolve around innovative capital solutions designed to elevate communities, alleviate poverty, and activate entrepreneurial ecosystems across America. This partnership with Broadstreet reinforces their commitment to facilitate access to necessary funds for communities that are typically underserved.
For more detailed insights on this initiative or to learn about Broadstreet's comprehensive fund administration services and Allivate's impact funds, visit their respective websites. Joining forces, Allivate and Broadstreet are paving the way for meaningful change in the landscape of employee ownership and community-based investment.
Topics Financial Services & Investing）
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