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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUKE, IVY, WAFFORD | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| DUKE, IVY, WAFFORD | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| DUKE, IVY, WAFFORD | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | Control |
| RILEY, DAVID, ALAN | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, DAVID, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, DAVID, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, DAVID, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, DAVID, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, DAVID, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RILEY, DAVID, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRILLI, MARGRET, ANN | I | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| TRILLI, MARGRET, ANN | I | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| TRILLI, MARGRET, ANN | I | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| TRILLI, MARGRET, ANN | I | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| TRILLI, MARGRET, ANN | I | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| TRILLI, MARGRET, ANN | I | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| TRILLI, MARGRET, ANN | I | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| TRILLI, MARGRET, ANN | I | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| TRILLI, MARGRET, ANN | I | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| TRILLI, MARGRET, ANN | I | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | NA | Control |
| IMPACTASSETS HOLDINGS PB LLC | DE | SOLE MEMBER | E | Control |
| IMPACTASSETS HOLDINGS PB LLC | DE | SOLE MEMBER | E | Control |
| IMPACTASSETS HOLDINGS PB LLC | DE | SOLE MEMBER | E | Control |
| IMPACTASSETS HOLDINGS PB LLC | DE | SOLE MEMBER | E | Control |
| IMPACTASSETS HOLDINGS PB LLC | DE | SOLE MEMBER | E | Control |
| IMPACTASSETS HOLDINGS PB LLC | DE | SOLE MEMBER | E | Control |
| IMPACTASSETS HOLDINGS PB LLC | DE | SOLE MEMBER | E | Control |
| IMPACTASSETS HOLDINGS PB LLC | DE | SOLE MEMBER | E | Control |
| IMPACTASSETS HOLDINGS PB LLC | DE | SOLE MEMBER | E | Control |
| IMPACTASSETS HOLDINGS PB LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| IMPACTASSETS, INC. | DE | IMPACTASSETS HOLDINGS PB LLC | E | Control |
| IMPACTASSETS, INC. | DE | IMPACTASSETS HOLDINGS PB LLC | E | Control |
| IMPACTASSETS, INC. | DE | IMPACTASSETS HOLDINGS PB LLC | E | Control |
| IMPACTASSETS, INC. | DE | IMPACTASSETS HOLDINGS PB LLC | E | Control |
| IMPACTASSETS, INC. | DE | IMPACTASSETS HOLDINGS PB LLC | E | Control |
| IMPACTASSETS, INC. | DE | IMPACTASSETS HOLDINGS PB LLC | E | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (2)
MD WA
Address
4340 EAST WEST HIGHWAYSUITE 210
BETHESDA, MD 20814
United States
Phone: 855-920-2303