Broadshore Capital Partners, LLC

Overview

Broadshore Capital Partners, LLC is an SEC-registered institutional RIA that advises business and institutional clients. The firm has been registered since 2003 and is organized as an LLC with domestic entity and individual ownership. Its ADV lists portfolio management for businesses or institutions and pension consulting services among its advisory activities; the data also indicates the firm is not designated as a pension consultant. Broadshore serves an exclusively institutional client base and is not characterized as an active ESG investor or a multi-state adviser. The firm charges fees that include a percentage of AUM, performance-based fees, and other fee arrangements, and it does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives