IMPACT SHARES
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 282472
- Registered since
- February 2, 2018
- Website
- impactetfs.org
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Impact Shares operates as a corporation and focuses primarily on portfolio management for investment companies. Established in 2018, the firm caters to an institutional client base, employing a fee structure based on a percentage of assets under management. Although it does not classify itself as an active ESG investor, it maintains a relationship with a law firm, which may assist in navigating regulatory and compliance matters. The firm is not a capital allocator, pension consultant, or multi-state adviser, and it does not have affiliations with related advisers.
Assets & Accounts
Public Holdings
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
2 of 2SUSAN BEGANDO
Chief Compliance OfficerCRD 2023099
ETHAN POWELL
Principal and Chief Investment OfficerCRD 6067295
Contacts
1 of 1Donald Guiney
Executive Vice President & General CounselCRD 6994547
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 5950 Berkshire Ln
- Time zone
- CT (UTC-6)
- Office locations
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