IMPACTASSETS CAPITAL PARTNERS PB LLC
Firm details
- Headquarters
- BETHESDA, Maryland
- CRD number
- 317840
- Registered since
- December 17, 2021
- Website
- impactassetscapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- Charitable Organizations93.65%
- Corporations / Businesses4.28%
- Pooled Investment Vehicles2.07%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Impactassets Capital Partners Pb LLC is a limited liability company that operates as a capital allocator and private equity fund manager focused on institutional clients. The firm is structured to manage and sponsor pooled investment vehicles, act as general partner or managing member, and select external advisers for its investment programs. It emphasizes private market commitments—primarily private equity and private placements—and presents itself as an active ESG investor, integrating impact considerations into its allocation and manager selection process. Investment activity centers on pooling institutional capital into directed private funds and private placements while also using mutual funds for liquidity and tactical exposure where appropriate. The firm’s advisory footprint covers portfolio management for pooled vehicles and for businesses or institutions, which positions it more as an allocator and fund sponsor than a traditional retail wealth manager. Fee arrangements include percentage-of-AUM agreements alongside subscription and fixed fees, matching the multi-layered structure of private fund economics.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds26%
- Cash & Cash Equivalents26%
- Non-Exchange Traded Equities21%
- Other18%
- Public Funds/Mutual Funds9%
Owners & executives
1 of 1MARGRET TRILLI
CEO and Chief Investment OfficerCRD 5311388
Contacts
1 of 1IVY DUKE
General CounselCRD 2758216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BETHESDA, MD
MONTGOMERY
Location
BETHESDA, MD
Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 4340 East West Hwy
- Time zone
- ET (UTC-5)
- Office locations
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