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IMPACTASSETS CAPITAL PARTNERS PB LLC
CRD 317840File 801-122935
APPROVED
Custody
Filing as of Jun 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.95B
Top 25% of cohort (national)
Discretionary AUM
$60.3M
Non-discretionary $4.89B
Clients
1
7 accounts
Employees
15
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 17, 2021
- Principal office
- 4340 EAST WEST HIGHWAY, SUITE 210, BETHESDA, MD, 20814
- Phone
- 855-920-2303
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.95B
- Discretionary AUM
- $60.3M
- Non-discretionary AUM
- $4.89B
- Discretionary accounts
- 1
- Non-discretionary accounts
- 6
- Total accounts
- 7
- AUM per client
- $4.95B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $124.0M |
| Charitable organizations | Fewer than 5 | $4.74B |
| High net worth individuals | Fewer than 5 | $17.0M |
| Pooled investment vehicles | 1 | $60.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | AUM | $2,893,123,741 | $4,945,685,169 | increased by$2,052,561,428 |
| Jul 1, 2026 | Accounts | 6 | 7 | increased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | AUM | $1,803,524,318 | $2,893,123,741 | increased by$1,089,599,423 |
| Apr 1, 2026 | Accounts | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 15 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | — | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $613,177,920 | $1,803,524,318 | increased by$1,190,346,398 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 4 | increased by3 |
| Apr 1, 2022 | AUM | $528,000,000 | $613,177,920 | increased by$85,177,920 |
| Jan 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IMPACTASSETS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IMPACTASSETS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.