LOHAS Capital
LOHAS Capital is an impact investing advisory firm that channels donor-advised funds, foundation grants, and charitable contributions into for-profit impact ventures through three programs (LOHAS DAF, LOHAS PIP, LOHAS FSP), serving foundations, family offices, individual donors, and impact ventures.
- Company typePrivate
- Founded2022
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What LOHAS Capital does
LOHAS Capital is a privately held financial advisory firm founded in March 2022 and headquartered in Austin, Texas, with additional offices in Los Angeles, Miami, New York, and San Francisco. The firm operates at the intersection of impact investing and philanthropy, channeling donor-advised funds, foundation grants, and charitable contributions into for-profit impact ventures through three interconnected programs: LOHAS DAF (Donor-Advised Fund), which allows tax-advantaged charitable capital to be invested in any private-sector impact company, fund, or entertainment production with no restrictions on investment choices or amounts; LOHAS PIP (Philanthropic Intermediary Program), which helps foundations convert grant funding into catalytic investment capital via recoverable grants that allow participation in financial returns; and LOHAS FSP (Fiscal Sponsor Program), which provides a mission-aligned 501(c)(3) nonprofit structure for for-profit impact ventures to access philanthropic capital without establishing their own nonprofit.
The firm employs approximately 11 team members structured as Partners, Strategic Advisors, a Marketing Director, and a Client Engagement Director. Its customer base spans foundations and funds across climate, wildlife conservation, education, economic development, social impact entertainment, healthcare, agriculture, and theoretical research, including Nurtured Roots Foundation, TippingPoint Foundation, Boyd Street Endowment Fund, Gratitude Impact Foundation, and others. Revenue is generated through small annual management fees tied to assets under management and minor transactional fees on fund deployments, with FSP services explicitly priced below market rates. The business relies on a core operational partnership with Legacy Global for DAF and FSP administration and is embedded in a broader alliance network spanning Mission Investors Exchange, Confluence Philanthropy, SIE Society, GAIL, UNCDF, and CPCC. Distribution occurs through direct advisory engagement, financial advisor referrals, high-profile industry events (SOCAP, Climate Week NYC, Festival de Cannes, SXSW), webinars, podcasts, and thought-leadership content.
LOHAS Capital firmographics
Firmographics- Name
- LOHAS Capital
- Legal name
- LOHAS
- Website
- https://lohas.org
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- LOHAS Capital is an impact investing advisory firm that channels donor-advised funds, foundation grants, and charitable contributions into for-profit impact ventures through three programs (LOHAS DAF, LOHAS PIP, LOHAS FSP), serving foundations, family offices, individual donors, and impact ventures.
- Ownership category
- akta.pro rank
LOHAS Capital industry classification
Industry- Product category
- Impact Investing Advisory
- NAICS
- Grantmaking and Giving Services (81321), Grantmaking Foundations (813211), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)
- akta.pro secondary industries
- Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB), Impact Investing & Social Finance (Funds, CDFIs, Microfinance) (BPAGALAA)
Keywords
Where LOHAS Capital is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
LOHAS Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- DAF Management Fees: LOHAS and its DAF administration partner Legacy Global charge a small annual fee tied to a DAF's assets under management as well as a minor transactional fee each time funds are deployed from a DAF.
- FSP Management Fees: LOHAS charges below market rates. The management fees of LOHAS and its FSP administration partner are limited to a small annual fee tied to an FSP's assets under management (for invested funds) or a minor transactional fee for funds disbursed from an FSP with no expectation of return (e.g., donations or expense reimbursements).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom impact investing solutions based on client needs |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
LOHAS Capital product offering
Product offeringCore offering
LOHAS Capital is a strategic advisory firm that operates at the intersection of impact investing and philanthropy, delivering three interconnected programs: LOHAS DAF (Donor-Advised Fund) allows donors to invest tax-advantaged charitable capital into private-sector impact companies, funds, or entertainment productions without investment restrictions; LOHAS PIP (Philanthropic Intermediary Program) helps foundations convert grant funding into catalytic investment capital via recoverable grants; and LOHAS FSP (Fiscal Sponsor Program) provides mission-aligned 501(c)(3) nonprofit structures for for-profit impact ventures to access philanthropic capital.
Product overview
LOHAS is a financial advisory firm operating at the intersection of impact investing and philanthropy. The company offers three interconnected programs: LOHAS DAF (Donor-Advised Fund) enables donors to invest tax-advantaged charitable capital into for-profit impact ventures; LOHAS PIP (Philanthropic Intermediary Program) helps foundations convert grants into investment capital with potential financial returns; and LOHAS FSP (Fiscal Sponsor Program) provides nonprofit structures for impact ventures to access philanthropic funding. Together, these programs facilitate the flow of donor-advised funds, foundation grants, and charitable contributions into sustainable social and environmental impact ventures.
Differentiator
Problem solved
Functional benefit
Brands
- LOHAS DAF (Donor-Advised Fund): A donor-advised fund program that allows philanthropists to invest donated capital into private-sector impact companies, funds, or entertainment productions with flexibility and no limitations on investment choices.
- LOHAS PIP (Philanthropic Intermediary Program)
- LOHAS FSP (Fiscal Sponsor Program)
Products and services
- LOHAS DAF (Donor-Advised Fund) A donor-advised fund program that allows individual donors, families, and corporations to invest tax-deductible charitable capital into any private-sector impact company, fund, or entertainment production without limitations on investment choices or amounts. Designed for philanthropic investors who want to align charitable giving with impact outcomes beyond traditional nonprofit grants.
- LOHAS PIP (Philanthropic Intermediary Program) A program enabling foundations and grantmaking institutions to convert grant funding into catalytic investment capital through recoverable grants, allowing foundations to participate in financial returns while amplifying their social and environmental impact. Targeted at foundations seeking efficient deployment of capital into impact investing.
- LOHAS FSP (Fiscal Sponsor Program) A fiscal sponsorship program delivering a mission-aligned 501(c)(3) nonprofit that can receive and invest donated funds and foundation grants into for-profit impact ventures, funds, projects, and social impact entertainment productions. Designed for mission-driven companies and impact ventures that need nonprofit status to access philanthropic capital without forming their own nonprofit.
Quantifiable outcome
- Over $250 billion in DAF funds available for redirected impact investment
- +1 more outcomes
Companies that use LOHAS Capital
Customer profileNamed customers15 records
Segments7 records
Ideal customer profiles4 records
LOHAS Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
LOHAS Capital partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered minor and core.
- CinelaunchminorLOHAS entered into a strategic partnership with Cinelaunch, a cutting-edge FinTech solution for the entertainment industry, aimed at transforming the landscape of film financing for social impact entertainment (SIE) projects.
- Legacy GlobalcoreLegacy Global is LOHAS's designated DAF and FSP administration partner. For over 20 years, Legacy has helped donors and investors with administration, compliance, structuring, and delivery of impact opportunities in the philanthropic space. LOHAS provides front office services while Legacy manages back office including receipt/disbursement of funds, tax documentation, state and federal compliance, accounting, and reporting.
- SIE SocietycoreThe SIE Society brings together the Social Impact Entertainment community to harness storytelling in all media for greater social good and measurable impact. LOHAS works with SIE Society on alternative entertainment financing strategies leveraging philanthropic funding.
- Mission Investors ExchangecoreMission Investors Exchange (MIE) provides resources, inspiration, and connections that help organizations increase the scale and impact of their mission investing work. LOHAS partners attend and participate in MIE National Conferences.
- Confluence PhilanthropycoreConfluence Philanthropy is a private membership-based network of foundations, family offices, and their investment advisors supporting values-aligned investing. LOHAS aligns with their mission to foster impactful activities.
- Global Alliance of Impact Lawyers (GAIL)coreGAIL is a community of legal leaders who are using the practice of law to have a positive impact on people and the planet, and to accelerate the just transition. LOHAS works with GAIL members on legal structures for impact investments.
- The Impact LoungeminorThe Impact Lounge is the leading space where visionaries, storytellers, and artists converge to harness the power of narrative and film to drive positive societal change. LOHAS collaborates on social impact entertainment initiatives.
- Gratitude RailroadcoreGratitude Railroad is a community-driven impact investment firm championing innovative businesses that generate compelling financial returns and enduring impact. LOHAS supports Gratitude Railroad through their FSP structure.
- Climate Philanthropy Catalyst CoalitioncoreCPCC has been convened to help philanthropy leverage its full potential in addressing the critical challenge of climate change. LOHAS partners with CPCC on climate-focused impact investing initiatives.
- United Nations Capital Development Fund (UNCDF)coreUNCDF mobilizes and catalyzes an increase in capital flows for impactful investments in high-risk markets, especially in LDCs, SIDS, and countries in special situations. LOHAS aligns with UNCDF on global impact investing efforts.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
LOHAS Capital competitors and assessment
Company assessmentDirect peers
- CapShift: CapShift provides donor-advised funds, fiscal sponsorship, and impact investing infrastructure for foundations and donors seeking private-market impact deployment. Overlaps directly with LOHAS DAF, PIP, and FSP across the same philanthropic-to-private-capital workflow.
- ImpactAssets: ImpactAssets operates the IA Giving DAF and donor-advised funds explicitly designed for impact investing across private markets. It is the closest comparable to LOHAS DAF because it is one of the very few DAF sponsors purpose-built for private impact deployment.
- Confluence Philanthropy: Confluence Philanthropy is a private membership network of foundations and family offices supporting values-aligned and impact investing. Comparable peer-and-partner ecosystem serving the same foundation and family-office constituency LOHAS targets through PIP and DAF.
- RSF Social Finance: RSF Social Finance is a nonprofit financial services organization offering donor-advised giving, impact investing, and charitable capital intermediation. Direct overlap with LOHAS's blend of donor-advised giving and foundation capital deployment into for-profit impact ventures.
- Nonprofit Finance Fund: Nonprofit Finance Fund provides financing, consulting, and fiscal-intermediary services to nonprofits and philanthropic institutions. Comparable on the financial-advisory and mission-aligned capital intermediation dimensions, though more nonprofit-lending focused.
- Arabella Advisors: Arabella Advisors is a philanthropic and impact advisory firm providing strategic consulting, fiscal sponsorship, and donor services to foundations, families, and impact ventures. Comparable advisory positioning and cross-program service model to LOHAS.
Broad incumbents
- Tides Foundation: Tides Foundation is one of the largest fiscal sponsors in the U.S. and offers philanthropic advisory and impact investment services at significant scale. Comparable on the FSP/fiscal-sponsorship leg of LOHAS's offering, though it does not center for-profit DAF deployment.
- National Philanthropic Trust: National Philanthropic Trust is one of the largest independent DAF sponsors in the U.S. with broad philanthropic-advisory services. Adjacent competitor to the LOHAS DAF though it has not historically centered private impact investing in the way LOHAS does.
- Mission Investors Exchange: Mission Investors Exchange is a national membership organization helping foundations increase mission-investing activity. Directly comparable given its foundation constituency and catalytic-capital focus, overlapping with LOHAS PIP.
Emerging players
- Toniic: Toniic is a global impact investing network and donor-advised fund platform serving HNW individuals deploying capital into for-profit impact ventures. Most comparable smaller-scale peer given its donor-centric impact-investing mission and DAF-adjacent offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
LOHAS Capital social profiles
Digital presenceLOHAS Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
LOHAS Capital leadership team
Management profileNumber of profiles
Profiles11 records
LOHAS Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LOHAS Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LOHAS Capital
What does LOHAS Capital do?
LOHAS Capital is a strategic advisory firm that operates at the intersection of impact investing and philanthropy, delivering three interconnected programs: LOHAS DAF (Donor-Advised Fund) allows donors to invest tax-advantaged charitable capital into private-sector impact companies, funds, or entertainment productions without investment restrictions; LOHAS PIP (Philanthropic Intermediary Program) helps foundations convert grant funding into catalytic investment capital via recoverable grants; and LOHAS FSP (Fiscal Sponsor Program) provides mission-aligned 501(c)(3) nonprofit structures for for-profit impact ventures to access philanthropic capital.
Is LOHAS Capital a public or private company?
LOHAS Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was LOHAS Capital founded?
LOHAS Capital was founded in 2022. It employs 1 to 10 people.
Where is LOHAS Capital based?
LOHAS Capital is headquartered in Austin, United States, in the North America region.
How does LOHAS Capital make money?
Two revenue lines are on record. DAF Management Fees are the primary driver. The others are FSP Management Fees.
Who are LOHAS Capital's main competitors?
Direct peers on record are CapShift, ImpactAssets, Confluence Philanthropy, RSF Social Finance, Nonprofit Finance Fund and Arabella Advisors. Broad incumbents are Tides Foundation, National Philanthropic Trust and Mission Investors Exchange. Toniic is listed as an emerging player.
Does LOHAS Capital have an API?
No public API is recorded for LOHAS Capital.
What industry is LOHAS Capital in?
LOHAS Capital's product category is Impact Investing Advisory. Its primary akta.pro industry code is FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments), with a secondary code of FSAEAKAH, Charitable Giving & Philanthropic Trust Advisory. Its NAICS code is 81321 and its SIC code is 6282.