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 Organizations95.93%
- Corporations / Businesses2.51%
- Pooled Investment Vehicles1.22%
- HNWI0.34%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Impactassets Capital Partners Pb LLC is a privately organized investment manager that registered with the SEC in 2021 and operates as a private equity fund sponsor and manager for institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it also performs selection of third‑party advisers. Its organizational form is a limited liability company and its ownership is recorded as a mix of domestic entity and individual. The firm reports an active focus on ESG factors in its investment program. Its commercial model includes multiple fee approaches — percentage of assets under management, subscription fees and fixed fees — consistent with its role as a sponsor and general partner of pooled vehicles. Industry affiliations listed for the firm include acting as sponsor, general partner and managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
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 1
Ivy 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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