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| Happy Holidays!! thanks for using AUM13F!! |
| Impactassets Capital Partners PB LLC
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|---|---|
| CRD # | 317840 |
| SEC # | 801-122935 |
| CIK # | |
| AUM | $1.8 B (2025-04-01) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 855-920-2303 |
| Address | 4340 East West Highway Bethesda, MD 20814 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1,758.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 45.4 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 1,803.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4 | 1,803.5 |
| Total | 4 | 1,803.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,803.5 | |
| Total | 4 | 1,803.5 |
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|---|---|---|
|
Freedom Funds Management Co
✚
|
CO | 1.8 |
|
Lattice Strategies LLC
✚
|
PA | 1.8 |
|
Swift Creek Real Estate Partners LLC
✚
|
TX | 1.8 |
|
I80 Group LP
✚
|
NY | 1.8 |
|
TCG Crossover Management LLC
✚
|
CA | 1.8 |
|
Regent Properties LLC
✚
|
CA | 1.8 |
|
Churchill PCIF Advisor LLC
✚
|
NY | 1.8 |
|
UBS Trust Company of Puerto Rico
✚
|
PR | 1.8 |
|
BlueMountain Fuji Management LLC
✚
|
NY | 1.8 |
|
Breakwall Investment Advisor LLC
✚
|
NY | 1.8 |