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IMPACTASSETS CAPITAL PARTNERS PB LLC

BETHESDA, MD · CRD 317840 · IAPD ↗ · impactassetscapital.com · 855-920-2303

$4.95BRegulatory AUM
15Advisory reps
15Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
July 2026 — IMPACTASSETS CAPITAL PARTNERS PB LLC reported RAUM up 71% ($2.89B -> $4.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — IMPACTASSETS CAPITAL PARTNERS PB LLC now reports custody of client assets ($24.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
57
April 2026 — IMPACTASSETS CAPITAL PARTNERS PB LLC reported RAUM up 60% ($1.80B -> $2.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — IMPACTASSETS CAPITAL PARTNERS PB LLC now reports 1 private fund(s) ($60.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
50
April 2025 — IMPACTASSETS CAPITAL PARTNERS PBLLC is now doing business as IMPACTASSETS CAPITAL PARTNERS PB LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
64
April 2025 — IMPACTASSETS CAPITAL PARTNERS PB LLC grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
37
April 2024 — IMPACTASSETS CAPITAL PARTNERS PBLLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — IMPACTASSETS CAPITAL PARTNERS PBLLC moved its main office from SEATTLE, WA to BETHESDA, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
62
April 2024 — IMPACTASSETS CAPITAL PARTNERS PBLLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — IMPACTASSETS CAPITAL PARTNERS PBLLC crossed $1B in regulatory AUM ($541.6M -> $1.58B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.