# Impact Assets

Impact Assets is an Impact investing and donor-advised funds based in San Francisco, United States.

## Overview

- **Organization type:** Impact investing and donor-advised funds
- **Headquarters:** San Francisco, United States
- **Region:** Asia
- **Address:** San Francisco, CA, United States
- **Founded:** 2010
- **Assets under management:** >$3B in assets across the platform (per the firm, 2024)
- **Website:** impactassets.org
- **LinkedIn:** https://www.linkedin.com/company/impact-assets

## Regulatory record

- **Reports private funds:** No

## About

Impact Assets is an investment firm. It has made three investments, totaling $23 million in deployed capital. Sectors include Agriculture and Farming, Information Technology, and Transportation.

## Sectors

- Financial Services
- Infrastructure
- Private Credit
- Environmental Services
- Affordable Housing
- ClimateTech

## Offices

- Denver, CO
- Durham, NC
- Birmingham, AL
- Corona del Mar, CA
- Gloucestershire, United Kingdom
- Singapore

## People

- Margret Trilli — CEO & Chief Investment Officer

## Questions

### How is ImpactAssets related to the IA 50 database?

ImpactAssets publishes the IA 50, a free, publicly available database listing 50 experienced private impact fund managers globally each year. The list is not a solicitation vehicle for the DAF but serves as a market-building effort and research resource. Many managers on the IA 50 have received capital from ImpactAssets' donor-advised fund, but the firm maintains that the selection process is independent of fundraising relationships (per the firm's official communications).

### Does ImpactAssets invest client capital directly, or only through third-party fund managers?

The ImpactAssets Donor Advised Fund makes both direct impact investments and fund commitments, decided by the firm's in-house investment team led by CEO and CIO Margret Trilli, subject to donor recommendations. The platform commonly participates in direct community-level lending, affordable housing developments, and climate infrastructure co-investments alongside fund-of-fund allocations.

### What geographic footprint does ImpactAssets cover with its investment teams?

ImpactAssets operates from six offices across the United States and one each in the United Kingdom and Singapore. The investment team sources deals globally, with known concentrations in North American community development finance, East African sustainable agriculture, and South Asian microfinance and clean energy funds (per ImpactAlpha, 2024).

### What is ImpactAssets' source of capital — does it come from a single family's wealth?

No. Capital comes from a broad base of individual and institutional donors who establish donor-advised fund accounts at ImpactAssets. There is no single underlying family wealth source. The firm aggregates thousands of donor accounts to build the deployment pool for private impact investments.

## Related profiles

- [IKIGAI WEALTH](https://altss.com/profile/ikigai-wealth)
- [Inbound Retargeting Technologies](https://altss.com/profile/inbound-retargeting-technologies-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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