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IMPACT SHARES
Legal name: IMPACT SHARES CORP
CRD 282472File 801-112391
APPROVED
Filing as of Mar 22, 2024
Feed vintage Aug 17, 2026
Regulatory AUM
$210.4M
Below cohort median (national)
Discretionary AUM
$210.4M
Clients
3
3 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 2, 2018
- Principal office
- 5950 BERKSHIRE LANE, SUITE 1420, DALLAS, TX, 75225
- Phone
- 469-442-8424
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $210.4M
- Discretionary AUM
- $210.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $70.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $210.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.