Shorebridge Capital Management, LLC
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Overview
Shorebridge Capital Management, LLC operates as a financial advisory firm headquartered in New York, New York. The company manages $669.1 million in total assets throughout two client accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). The company has a small team, including 5 financial advisors. Shorebridge Capital Management, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as stocks, options and bonds.
Shorebridge Capital Management, LLC manages all of the firm's accounts in a discretionary manner. Discretionary management means that buy and sell judgments are made by an investment advisor without requiring client permission. Shorebridge Capital Management, LLC's typical account size is $334.6 million. The typical financial advisor at Shorebridge Capital Management, LLC manages fewer than one client account, placing it among the most personalized firms in the country.
The company's headquarters is located at 780 Third Avenue, 30Th Floor, New York, New York 10017. The company is allowed to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Shorebridge Capital Management, LLC by the Numbers
$669.1 million
5
2
$334.6 million
Fee Structure
Financial advisory fees usually depend on which service is offered. Fees charged by Shorebridge Capital Management, LLC typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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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 company provides services to pooled investment vehicles. Out of its two clients, Shorebridge Capital Management, LLC's largest client by number of accounts is pooled investment vehicles. About 50% of the firm's clients reside abroad.
- 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
Shorebridge Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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