ImpactAssets Overview

  • Type
  • Foundation
  • Founded
  • 2010
Founded
  • Professionals
  • 7
Professionals
  • AUM
  • 000
  • Commitments
  • 57

ImpactAssets General Information

Description

Impact Assets is an impact investing trailblazer based in Bethesda, Maryland. The firm is dedicated to changing the trajectory of our planet's future and improving the lives of all people. As a leading impact investing firm, it offers expertise to help its clients define and execute their impact goals. Founded in 2010, ImpactAssets 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.

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 (57)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
0000000000000 0000 0 VamosVentures Los Angeles, CA 2021 0000 0000-00-00
000000 0000 0 000000 000000 Atlanta, GA 2021 000.00 0000-00-00
000 - 00000000 0000 0000000 000000 0 Portland, OR 2020 000.00 0000-00-00
0000 0000 0000 0 0000 0000000 El Paso, TX 2020 0000-00-00
000 000000000 00000000 0000000 0000000 New York, NY 2020 000.00 0000-00-00
You’re viewing 5 of 57 commitments. Get the full list »
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ImpactAssets Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

ImpactAssets Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • 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:
Investment allocations

ImpactAssets Team (14)

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
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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
You’re viewing 5 of 12 board members. Get the full list »