IMPACTASSETS CAPITAL PARTNERS PB LLC
CRD #317840 SEC #801-122935 BETHESDA, MD 855-920-2303
SEC Registered
Total AUM
$1.8B
Discretionary
$0
Employees
15
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.8B | $0 | $1.8B | 15 | 0 |
| Mar 2025 | $1.8B | $0 | $1.8B | 15 | 0 |
| Oct 2024 | $1.6B | $0 | $1.6B | 11 | 0 |
| Jun 2024 | $1.6B | $0 | $1.6B | 11 | 0 |
| Mar 2024 | $1.6B | $0 | $1.6B | 11 | 0 |
| Mar 2023 | $541.6M | $0 | $541.6M | 9 | 0 |
| Mar 2022 | $613.2M | $0 | $613.2M | 9 | 0 |
| Nov 2021 | $528M | $0 | $528M | 9 | 0 |
DateApr 2025
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees15
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees15
Clients0
DateOct 2024
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees11
Clients0
DateJun 2024
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees11
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees11
Clients0
DateMar 2023
Total AUM$541.6M
Discretionary$0
Non-Disc.$541.6M
Employees9
Clients0
DateMar 2022
Total AUM$613.2M
Discretionary$0
Non-Disc.$613.2M
Employees9
Clients0
DateNov 2021
Total AUM$528M
Discretionary$0
Non-Disc.$528M
Employees9
Clients0