# ImpactAssets

ImpactAssets is an Endowment / Foundation based in Bethesda, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** 4340 East West Highway Suite 210, Bethesda, MD 20814, United States
- **Founded:** 2010
- **Assets under management:** 3000 (Altss estimate)
- **Website:** impactassets.org
- **LinkedIn:** https://www.linkedin.com/company/impactassets

## About

ImpactAssets was established in 2010 by Timothy Freundlich, Wayne Silby and Ron Cordes. The founders previously worked at Calvert entities and created the organization to channel philanthropic capital into impact strategies. It maintains a 501(c)(3) public charity that sponsors donor-advised funds. The firm allocates across private equity, venture and distressed debt. It holds limited partner positions in EcoEnterprises Fund III and MicroVest while making direct commitments to companies such as Accion and Affinity Africa. Geographic exposure spans the United States, Latin America, Africa, India and Germany. Capital is deployed through fund commitments, co-investments and customized mandates rather than a single pooled vehicle. The organization employs 72 professionals and maintains relationships with Charles Schwab as custodian and Calvert Impact Capital as strategic partner. It sponsored the SOCAP Annual Conference in October 2024. Adjacent vehicles include ImpactAssets Inc., the primary donor-advised fund sponsor that facilitated over 14,000 grants in 2023. ImpactAssets maintains membership in the Global Impact Investing Network and Mission Investors Exchange. These affiliations provide access to co-investors and standardized impact measurement frameworks that shape its deployment decisions.

## Sectors

- Impact Investing
- Private Equity
- Venture

## People

- Margret Trilli — CEO and Chief Investment Officer
- Wayne Silby — Founder
- Ron Cordes — Founder

## Questions

### Who runs investment decisions at ImpactAssets?

Margret Trilli serves as CEO and Chief Investment Officer. She oversees allocation across private funds and direct holdings.

### How does ImpactAssets source proprietary deal flow?

The firm draws on memberships in GIIN and Mission Investors Exchange plus relationships with founders such as Eric Ries of LTSE.

### Does ImpactAssets participate in fund commitments or only direct deals?

It makes both fund commitments, including EcoEnterprises Fund III, and direct limited partner positions in companies such as HOPE and Accion.

### What investment stages does ImpactAssets typically target?

The firm targets early-stage seed and startup opportunities as well as expansion and growth rounds.

## Related profiles

- [HighGround Advisors](https://altss.com/profile/highground-advisors)
- [Industrial Investors](https://altss.com/profile/industrial-investors)

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

Canonical page: https://altss.com/profile/impactassets

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