East Shore Investment Management LLC

Overview

East Shore Investment Management LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm is organized as a limited liability company and operates with a conventional percentage-of-AUM fee model. Public records characterize it as a single-state, domestically owned adviser that does not position itself as a capital allocator or pension consultant and does not identify as an active ESG investor. Investment activity appears centered on building core public-market exposure through pooled strategies while supplementing client portfolios with private and real assets. The firm’s reported use of third‑party alternative managers indicates it sources external private-placement and real-estate opportunities rather than running large in‑house alternative platforms. Advisory services are directed at individual and small-business clients rather than institutional or pension plans.

Assets & Accounts

Investments & Alternatives

Location & Offices