IMB PARTNERS LLC
Firm details
- Headquarters
- BETHESDA, Maryland
- CRD number
- 316685
- Registered since
- October 11, 2022
- Website
- imbpartners.com
Firm profile
FINTRXOverview
IMB Partners LLC is an SEC-registered advisory firm that appears to operate primarily as a private fund sponsor and manager rather than a traditional retail or high-net-worth advisory shop. Since its SEC registration in 2022, the firm has focused on structuring and advising pooled investment vehicles—most notably private equity funds. The firm is not identified as an active ESG investor and is not classified as a capital allocator to third-party managers; instead its activity centers on funds it advises or sponsors. The available data indicates a compact, fund-centric business model: a small number of funds with concentrated ownership profiles rather than a broad base of individual advisory clients. That profile suggests IMB Partners runs sponsor-driven strategies where governance, deal selection and fund administration are central to its role.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Christopher Bushey
Chief Financial OfficerCRD 7437878
TARRUS RICHARDSON
Founder and CEOCRD 5668871
KELVIN PENNINGTON
Managing Director, Chief Investment OfficerCRD 1321117
Contacts
1 of 1Virginia Gallicchio
Director, OperationsCRD 7437877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BETHESDA, MD
MONTGOMERY
Location
BETHESDA, MD
Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 7500 Old Georgetown Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TOTAL IMPACT CAPITAL
Exempt Reporting AdvisorBETHESDA, MD
WILLPOWER VENTURE CAPITAL LLC
Exempt Reporting AdvisorBETHESDA, MD
SINGH CAPITAL PARTNERS
Exempt Reporting AdvisorBETHESDA, MD
CORAM PARTNERS, LP
Exempt Reporting AdvisorBETHESDA, MD
NORTHPOND VENTURES, LLC
Exempt Reporting AdvisorBETHESDA, MD
BLUE SPARROW FUNDS GP LLC
Exempt Reporting AdvisorBETHESDA, MD