| Name | Title | Ownership | Since |
|---|---|---|---|
| Impactassets Holdings Pb LLC Control | Sole Member | Over 75% | 2021 |
| Ivy Wafford Duke Control | Chief Compliance Officer & General Counsel | Under 5% | 2025 |
| Margret Ann Trilli Control | Chief Investment Officer & Chief Executive Officer | Under 5% | 2021 |
Impactassets Capital Partners Pb LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Impactassets Capital Partners Pb LLC reports 15 employees.
Impactassets Capital Partners Pb LLC is based in Bethesda, MD and has been SEC-registered since 2021.
Impactassets Capital Partners Pb LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4340 East West Highway, Suite 210, Bethesda, MD 20814 |
| Phone | 855-920-2303 |
| Fax | 301-263-7998 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $1.8B |
| Total (RAUM) | $1.8B |