ImpactAssets Capital Partners PB LLC (“IA Capital”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. IA Capital is a public-benefit LLC owned by ImpactAssets, a nonprofit impact investing leader. Over the last decade, ImpactAssets has built an extensive impact investment platform, having invested in 800+ private companies and impact funds addressing the world’s greatest challenges. IA Capital was created to bring the ImpactAssets platform and customized investment services to institutional investors. Additional information about the advisor may be found at www.impactassetscapital.com.

Investment Management

Non Profit

Social Impact

Venture Capital

ImpactAssets Capital Partners

Margret Trilli

Sandra Osborne Kartt

This department oversees the strategic allocation and management of financial investments.

This department manages relationships with clients and investors to ensure effective communication and satisfaction.

Client Relations

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department focuses on developing and implementing investment strategies to optimize portfolio performance.

Investment Strategy

This department manages and oversees the organization's investment portfolio to optimize performance and ensure alignment with strategic goals.

ImpactAssets Capital Partners

Org chart

Teams

Investment Management

Client Relations

Executive Leadership

Investment Strategy

Portfolio Management

Offices

ImpactAssets Capital Partners

Org chart

Teams

Investment Management

Client Relations

Executive Leadership

Investment Strategy

Portfolio Management

Offices

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