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Building 2IMPACTASSETS CAPITAL PARTNERS PB LLC

Map pinBETHESDA, MD
Phone855-920-2303
NotebookSEC #801-122935
Total AUM
$2.9B
Employees
15
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
4340 EAST WEST HIGHWAY
SUITE 210
BETHESDA
MD 20814
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
855-920-2303

ReceiptFinancials

Total AUM
$2.9B
Accounts
6
Discretionary
$60M
Accounts
1
Non-Discretionary
$2.8B
Accounts
5

ContactClients

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Pooled Vehicle Clients
1
AUM
$60M
Charitable Organization Clients
1
AUM
$2.7B
Corporation or Business Clients
1
AUM
$123.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MD

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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