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Managing Member / Founding Partner / Chief Investment Officer · Capital Impact Advisors

Joel M. Shulman

CRD 2267287 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Capital Impact Advisors, an SEC-registered asset manager based in Boston, MA with $1.5 billion in regulatory assets, lists Joel M. Shulman on its Form ADV as Managing Member / Founding Partner / Chief Investment Officer, a control person. The SEC filings also name Joel at 2 other registered advisers.

Firms and roles

  • Capital Impact AdvisorsManaging Member / Founding Partner / Chief Investment OfficerAsset manager · Boston, MA · $1.5B in regulatory assets
  • Entrepreneurshares LLCManaging Member / Founding Partner / Chief Investment OfficerAsset manager · Boston, MA · $50M in regulatory assets
  • Seaport Global Advisors, LLCManaging Member / Founding Partner / Chief Investment OfficerAsset manager · Boston, MA · $46M in regulatory assets

AtlasMembers

Joel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.