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Chief Investment Officer & Chief Executive Officer · Impactassets Capital Partners PB LLC

Margret A. Trilli

CRD 5311388 · Named on Form ADV at one SEC-registered adviser

At a glance

Impactassets Capital Partners PB LLC, an SEC-registered asset manager based in Bethesda, MD with $4.9 billion in regulatory assets, lists Margret A. Trilli on its Form ADV as Chief Investment Officer & Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Margret’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ivy W. DukeChief Compliance Officer & General Counsel, Impactassets Capital Partners PB LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Margret’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.