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Impact Shares Corp
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CRD # | 282472 |
SEC # | 801-112391 |
CIK # | 0016787035, 0001677035 |
AUM | $210.4 MM (2024-03-22) |
Employees | 3 (33% Investors, 0% Brokers) |
Phone | 469-442-8424 |
Address | 5950 Berkshire Lane Dallas, TX 75225 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 3 | 210.4 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3 | 210.4 |
By Discretionary | ||
Discretionary | 3 | 210.4 |
Non-Discretionary | 0 | 0.0 |
Total | 3 | 210.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 210.4 | |
Total | 3 | 210.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Millbank Dartmoor Portsmouth LLC
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NC | 0.2 |
Discretionary Management Services LLC
✚
|
KS | 0.2 |
Renaissance Capital LLC
✚
|
CT | 0.2 |
Cove Capital Management Inc
✚
|
TN | 0.2 |
OT Management LLC
✚
|
MA | 0.2 |
SG Trading Solutions LLC
✚
|
UT | 0.2 |
Hmount Asset Management HK Limited
✚
|
0.2 | |
Hudson Canyon Capital Management LLC
✚
|
NY | 0.2 |
VSV Management LLC
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|
FL | 0.2 |
Rice Financial Consulting Inc
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|
CA | 0.2 |