Shrewsbury River Capital Lp
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Overview
Shrewsbury River Capital Lp is a financial advisor company based in Red Bank, New Jersey. Shrewsbury River Capital Lp oversees $1.1 billion in assets under management throughout four client accounts, placing it among the bigger investment advisory firms in the country by assets under management (AUM). The firm has a small team, including 3 financial advisors. Shrewsbury River Capital Lp does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, bonds and stocks.
Shrewsbury River Capital Lp oversees all of its accounts in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without requiring the client's approval. The company's typical account size is $280.0 million. The typical advisor at Shrewsbury River Capital Lp manages about one client account, making it one of the most individualized advisor firms in the country.
The company's headquarters is located at 322 Route 35 South, Red Bank, New Jersey 7701.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Shrewsbury River Capital Lp by the Numbers
$1.1 billion
7
4
$280.0 million
Fee Structure
Financial management fees largely vary depending on which services are offered. Fees charged by Shrewsbury River Capital Lp likely consist of some blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
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
The firm works with pooled investment vehicles. Out of its four clients, Shrewsbury River Capital Lp's biggest client type by number of accounts is pooled investment vehicles. About 75% of its customers are represented by non-U.S. persons.
- 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
Shrewsbury River Capital Lp does not have any disclosures.
Please visit its Form ADV for more details.
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