RIA Intel›Advisers›Maryland›IMPACTASSETS CAPITAL PARTNERS PB LLC

IMPACTASSETS CAPITAL PARTNERS PB LLC

Advisory

N·BETHESDA, MD

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$2.9B
1-Year AUM Growth
+14.5%
3-Year CAGR
+42.9%
Employees
15
Assets Under Management
Total AUM$2.9B
Discretionary AUM$60M
Non-Discretionary AUM$2.8B
Discretionary %2.1%
Total Clients—
Team
Total Employees15
Investment Advisers15
Employee Growth (1Y)+22.2%
Filing History
Total Filings on Record7
First FilingNov 24, 2021
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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