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IMPACTASSETS CAPITAL PARTNERS PB LLC
CRD 317840File 801-122935
APPROVED
Custody
Filing as of Jun 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.