ImpactAssets Overview
- Type
-
Foundation
- Founded
-
2010
- Professionals
-
2
- AUM
-
00.00
- Commitments
-
97
ImpactAssets General Information
Description
ImpactAssets is an impact investing trailblazer based in Bethesda, Maryland. Established in 2010, the firm is dedicated to changing the trajectory of our planet's future and improving the lives of all people. As an impact investing firm, it offers expertise to help its clients define and execute their impact goals. The firm increases the flow of money to impact investing in partnership with its clients through its impact investment platform and field-building initiatives, including the IA 50 database of private debt and equity impact fund managers. The firm has more than $2 billion in assets in 1,700 donor-advised fund accounts, working with purpose-driven individuals and their wealth managers, family offices, foundations, and corporations. The assets are managed by the board of directors.
Contact Information
Website
www.impactassets.org
Year Founded
2010
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Foundation
Primary Contact
0000000 000000
Title
Chief Executive Officer & Chief Investment Officer
Email
0000000@000000000000.000
Phone
+0 (000) 000-0000
Primary Office
- 4340 East West Highway
- Suite 210
- Bethesda, MD 20814
- United States
+1 (855) 000-0000
ImpactAssets Commitments (97)
| Fund Name | Fund Manager | Fund Location | Vintage | Fund Size | Commitment Date | Commitment |
|---|---|---|---|---|---|---|
| 00000000 00000000 0000 | Chingona Ventures | Chicago, IL | 2022 | 000.00 | 0000-00-00 | |
| 00000 0000000 0000000 0 | 0000000 00000000 | Santa Barbara, CA | 2022 | 0000 | 0000-00-00 | |
| 000000000000.00 0000 0 | 000000000000 00 | Los Angeles, CA | 2022 | 0000 | 0000-00-00 | |
| 0000000 00000 0000 0 | 0000000 00000 | Boston, MA | 2022 | 000.00 | 0000-00-00 | |
| 000000 0000 00000000 00 | 000000 0000 0000 | New York, NY | 2021 | 0000 | 0000-00-00 |
ImpactAssets Commitment Analytics
Commitments by Fund Type
Commitments by Region
ImpactAssets Investment Allocations
-
Target PE:Current PE:42.00 % Actual
-
Target Real Estate:Real Estate:42.00 % Actual
-
Target Equities:Current Equities:
-
Target Fixed Income:Fixed Income:
-
Target Cash:Current Cash:
ImpactAssets Team (15)
| Name | Title | Office |
|---|---|---|
| Margret Trilli | Chief Executive Officer & Chief Investment Officer | Bethesda, MD |
| Gabe DiClerico | Chief Financial Officer | Bethesda, MD |
| David Riley | Chief Compliance Officer | Bethesda, MD |
| Amy Bennett | Chief Marketing Officer | Bethesda, MD |
| Eric Meissner | Director, Custom Investments & Business Analytics | Bethesda, MD |
ImpactAssets Board Members (12)
| Name | Representing | Role | Since |
|---|---|---|---|
| Gerhard Pries | Self | Board Member | 000 0000 |
| Karl Kleissner Ph.D | Self | Chairman of the Board of Directors | 000 0000 |
| Kim Wright-Violich | Self | Board Member | 000 0000 |
| Lauren Allen | Self | Board Member | 000 0000 |
| Liesbet Peeters | Self | Board Member | 000 0000 |