Shore Capital Partners
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Overview
Shore Capital Partners is an advisory firm located in Chicago, Illinois. The firm manages $2.9 billion in assets over 20 client accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). Shore Capital Partners has a large group, including 57 financial advisors. Shore Capital Partners is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as bonds, options and equities.
Shore Capital Partners manages all of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction judgments for the client's account without needing to seek the customer's authorization. The company's typical account size is $144.0 million. The typical financial advisor at Shore Capital Partners oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's central office is located at 1 East Wacker Drive, Suite 2900, Chicago, Illinois 60601. It is legally registered to provide services to clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Shore Capital Partners by the Numbers
$2.9 billion
117
20
$144.0 million
Fee Structure
Fees for financial management largely vary depending on the type of services offered. However, fees charged by the firm can include any blend of the following fee structures: asset-based or performance-based. Shore Capital Partners does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Shore Capital Partners works with pooled investment vehicles. Out of its 20 customers, Shore Capital Partners's largest client by number of accounts is pooled investment vehicles. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Shore Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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