Data / Investment advisers / Maryland / Impactassets Capital Partners PB LLC
Impactassets Capital Partners PB LLC, Bethesda, MD: $4.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Impactassets Capital Partners PB LLC is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $4.9 billion in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include charitable organizations, corporations and other businesses and pooled investment vehicles. It is paid through a percentage of assets under management, subscription fees and fixed fees. It advises 1 private fund.
The request: Watch Impactassets Capital Partners PB LLC (CRD number 317840): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 317840
- SEC file number
- 801-122935
- SEC status
- Approved, effective December 17, 2021
- Main office
- 4340 East West Highway Suite 210, Bethesda, MD 20814
- Phone
- (855) 920-2303
- Website
- impactassetscapital.com
- Regulatory AUM
- $4,945,685,169 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $60,306,560
- Non discretionary AUM
- $4,885,378,609
- Accounts
- 7
- Employees
- 15, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, subscription fees, fixed fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $60,306,560
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.74 billion |
| Corporations or other businesses | Fewer than 5 | $124 million |
| Pooled investment vehicles | 1 | $60.3 million |
| High net worth individuals | Fewer than 5 | $17 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $4.95 billion | June 26, 2026 |
| April 1, 2026 | $2.89 billion | March 31, 2026 |
| December 1, 2025 | $1.80 billion | April 1, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Durable Capital Partners LP | Bethesda | $17.59 billion | 3 | adviserinfo.sec.gov |
| Ullico Investment Advisors, Inc. | Bethesda | $13.92 billion | 9 | adviserinfo.sec.gov |
| Midcap Financial Services Capital Management, LLC | Bethesda | $7.27 billion | 5 | adviserinfo.sec.gov |
| Profund Advisors LLC | Bethesda | $5.20 billion | Not listed | adviserinfo.sec.gov |
| Pennington Partners & Co., LLC | Bethesda | $5.09 billion | 10 | adviserinfo.sec.gov |
| Heritage Investors Management Corp | Bethesda | $4.63 billion | Not listed | adviserinfo.sec.gov |
| Hull Street Energy | Bethesda | $4.57 billion | 10 | adviserinfo.sec.gov |
| XML Financial Group | Bethesda | $3.30 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving charitable organizations
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Impactassets Capital Partners PB LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.