LOHAS Advisors

What LOHAS Advisors does

LOHAS Advisors is a privately held advisory and intermediary firm founded in 2018 and headquartered in Austin, Texas, with additional offices in Los Angeles, Miami, New York, and San Francisco. The company operates at the intersection of impact investing and philanthropy, offering three integrated programs: LOHAS DAF (Donor-Advised Fund), LOHAS PIP (Philanthropic Intermediary Program), and LOHAS FSP (Fiscal Sponsor Program). Through these programs, LOHAS enables individual donors, foundations, and mission-driven for-profit ventures to deploy charitable capital into private-sector impact companies, impact funds, and social impact entertainment productions—a structure that traditional DAF sponsors typically do not accommodate. The firm supports 40+ impact ventures and reports serving impact investors, foundations, family offices, financial advisors, and entertainment production companies.

The underlying technology is a platform for administering DAFs, foundation intermediary relationships, and fiscal sponsorship arrangements. The platform's core functional advantage is flexibility: donors and foundations can invest any amount into any permissible private-sector impact entity without the public-market restrictions common to legacy DAF providers such as Fidelity, Schwab, or Vanguard. LOHAS generates revenue through advisory fees and intermediary program management under a quote-based, professional services model. Distribution is primarily direct and consultative, supported by LinkedIn, a YouTube channel (@LOHAS-Impact), newsletters, thought leadership content, and conference participation.

LOHAS operates with a lean team of 1–10 employees and is led by Partner Rick Davis. The company is privately held, with no disclosed funding rounds, institutional investors, or revenue figures. Its credibility is anchored through partnerships with Mission Investors Exchange, Confluence Philanthropy, the UN Capital Development Fund (UNCDF), the Climate Philanthropy Catalyst Coalition, and other sector organizations. Ownership structure, financials, and key shareholders are not publicly disclosed in the available material.

Name

LOHAS Advisors

Legal name

LOHAS

Website

https://lohasadvisors.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

LOHAS Advisors is a private advisory firm that operates donor-advised funds, philanthropic intermediary programs, and fiscal sponsorship services to channel charitable capital into private-sector impact companies, funds, and social impact entertainment productions for impact investors, foundations, and mission-driven ventures.

Ownership category

akta.pro rank

Product category

Impact Investing and Philanthropic Advisory

NAICS

Grantmaking and Giving Services (81321), Other Grantmaking and Giving Services (813219), Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

SIC

Investment Advice (6282), Services-Social Services (8300), Services-Management Consulting Services (8742)

akta.pro primary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

akta.pro secondary industries

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB), Impact Investment & Development Investment Funds (BPADACAO)

Keywords

• Impact investing
• Donor-advised funds
• Philanthropic advisory
• Fiscal sponsorship
• Wealth management

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Revenue model

1. Advisory and Intermediary Services: LOHAS generates revenue through advisory fees and intermediary program management for Donor-Advised Funds (DAF), Philanthropic Intermediary Program (PIP), and Fiscal Sponsor Program (FSP). These services enable impact investors and foundations to deploy charitable capital into for-profit impact ventures.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

LOHAS Advisors operates at the intersection of impact investing and philanthropy, providing three integrated programs: the LOHAS Donor-Advised Fund (DAF) for individuals and families, the Philanthropic Intermediary Program (PIP) for foundations, and the Fiscal Sponsor Program (FSP) for mission-driven ventures. These programs enable charitable capital to be deployed into private-sector impact companies, funds, and entertainment productions with full investment flexibility.

Product overview

LOHAS Advisors operates a unified platform offering three integrated solutions for impact investing and philanthropy: the LOHAS DAF (Donor-Advised Fund), LOHAS PIP (Philanthropic Intermediary Program), and LOHAS FSP (Fiscal Sponsor Program). These programs work together to enable donors, foundations, and mission-driven companies to invest charitable capital into for-profit impact ventures, funds, and entertainment productions, combining financial returns with social and environmental impact.

Differentiator

Problem solved

Functional benefit

Products and services

• LOHAS DAF (Donor-Advised Fund)

Named customers12 records

Segments4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered minor and core.

• SIE SocietyminorGTM or Marketing PartnerSIE Society is listed as a partner organization that LOHAS supports. The nature of the partnership appears to be aligned around shared goals in social impact and sustainable investing.
• Mission Investors ExchangecoreGTM or Marketing PartnerMission Investors Exchange is a network of foundations and investors using strategic capital for impact. LOHAS participates as a member organization, positioning itself within the leading network for mission-related investment practitioners.
• GAIL (Global Alliance of Impact Lawyers)minorGTM or Marketing PartnerGAIL is a global alliance of impact lawyers. LOHAS works with this organization as part of its ecosystem of professional partners supporting impact investing legal frameworks.
• Confluence PhilanthropycoreGTM or Marketing PartnerConfluence Philanthropy is a network of foundation, family, and individual investors committed to deploying capital for social and environmental benefit. LOHAS maintains active membership and participates in this impact investing community.
• The Impact LoungeminorGTM or Marketing PartnerThe Impact Lounge is an organization focused on connecting impact investors and entrepreneurs. LOHAS participates as a partner organization supporting the impact investing ecosystem.
• Gratitude RailroadminorGTM or Marketing PartnerGratitude Railroad is a community of investors focused on conscious capitalism and impact investing. LOHAS collaborates with this network to reach aligned investors and share expertise.
• Climate Philanthropy Catalyst CoalitioncoreGTM or Marketing PartnerThe Climate Philanthropy Catalyst Coalition (CPCC) focuses on leveraging philanthropic capital for climate solutions. LOHAS partners with this coalition to advance climate-focused impact investing initiatives.
• United Nations Capital Development Fund (UNCDF)coreGTM or Marketing PartnerUNCDF is a UN capital investment agency that works to mobilize capital for the Sustainable Development Goals in least developed countries. LOHAS maintains a partnership with UNCDF to support global impact investing initiatives.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Calvert Impact Capital: Calvert Impact Capital operates impact note products and catalytic capital vehicles that LOHAS DAF/PIP clients can invest in, making it a deployment-side counterpart as well as a competing philanthropic intermediary.
• Tides Foundation: Tides Foundation is a leading fiscal sponsor and philanthropic intermediary that hosts donor-advised and project funds for mission-driven ventures — directly overlapping LOHAS's FSP and PIP offerings.
• RSF Social Finance: RSF Social Finance runs integrated philanthropic services including a Donor-Advised Fund alongside impact investing and social enterprise lending, closely mirroring LOHAS's DAF/PIP/FSP service bundle.
• New Venture Fund: New Venture Fund is a fiscal sponsor that channels philanthropic and donor-advised capital into impact initiatives, directly comparable to LOHAS's Fiscal Sponsor Program for mission-driven ventures.
• ImpactAssets: ImpactAssets operates the ImpactAssets Donor Advised Fund and offers impact investing note products, directly competing with LOHAS DAF on flexible private-impact deployment for HNW donors and foundations.

Broad incumbents

• Fidelity Charitable: Fidelity Charitable is the largest U.S. donor-advised fund sponsor with tens of billions in assets; it competes with LOHAS DAF but lacks the niche private-impact and entertainment investment flexibility.
• National Philanthropic Trust: NPT is one of the largest independent DAF sponsors in the U.S., managing billions in charitable assets — a broad incumbent competing with LOHAS for donor-advised fund holders, though with less private-impact specialization.
• Schwab Charitable: Schwab Charitable is a major DAF sponsor serving Schwab-affiliated HNW donors; a broad incumbent alternative to LOHAS DAF, particularly for clients tied to the Schwab ecosystem.

Others

• Confluence Philanthropy: Confluence Philanthropy is a peer network of foundations and family offices deploying capital for impact — an ecosystem partner of LOHAS and an indirect competitor for advisory mandates with values-aligned funders.
• Mission Investors Exchange: Mission Investors Exchange is a network for mission-related investment practitioners; it is a partner of LOHAS and an ecosystem-level convener competing for influence among foundation clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@LOHAS-Impact
• LinkedInlinkedin.com/company/lohas-impact
• Xx.com/LOHASadvisors

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LOHAS Advisors