Impactassets Capital Partners PB LLC
SEC RegisteredImpact at scale.
About the firm
ImpactAssets Capital Partners is a public-benefit LLC fully owned by ImpactAssets, a non-profit impact investing leader. It is an SEC registered investment adviser created to bring the ImpactAssets platform and customized investment services to institutional investors, providing strategy, sourcing, due diligence, and investment advice for private investments such as venture capital, private equity, and private debt.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom impact portfolios, due diligence services, and access to the ImpactAssets Investment Platform, covering strategy, sourcing, execution, and portfolio management across private funds, private companies, public markets, recoverable grants, and program related investments.
Who they serve
Institutional clients including multi-family offices, foundations, corporations, and family offices.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $60M |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Impactassets Capital Partners PB LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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