Austin
Graff

Shorebird Capital, Lp

CRD#5194678
Investment Advisor
in San Antonio, TX

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About this Advisor

Austin Graff is a chartered financial analyst based out of San Antonio, Texas with 1 year of industry experience. Graff is currently employed by Shorebird Capital, Lp. The advisor has gained experience at Shorebird Capital, Lp, Pimco, Graff Capital Management, LLC, Titleist Asset Management, LTD, Opal Capital LLC and Titleist Asset Management, LLC. Graff holds a Series 63 license, certifying them as a securities representative, and is registered to advise clients in Texas. Shorebird Capital, Lp is a firm operating out of San Antonio, TX. It has just four employees. The firm performs a few services, including portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees billed by Shorebird Capital, Lp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

777 E. Sonterra Blvd. Suite 330
San Antonio, TX 78258

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Shorebird Capital, Lp Brokerage Details

Total Number of Employees

4

TX Average: 49

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Austin Graff Work History

Austin has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Titleist Asset Management, LLC

2022 - Present (2 years)

Opal Capital LLC

2018 - Present (6 years)

Shorebird Capital, Lp

2019 - 2023 (4 years)

Titleist Asset Management, LTD

2015 - 2018 (3 years)

Graff Capital Management, LLC

2012 - 2015 (3 years)

Pimco

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Austin Graff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shorebird Capital, Lp

Austin Graff
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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