First Shelbourne

Overview

First Shelbourne is a small, privately held LLC that provides portfolio management primarily for individuals and small businesses. The firm is owner-operated and charges clients a fee based on assets under management. It identifies as an active ESG investor and focuses its advisory work on individual and family clients rather than institutional mandates. The practice is not positioned as a multi-state adviser and does not describe itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives