NEW SHORE FINANCIAL LLC

Overview

New Shore Financial LLC is an independent registered investment adviser operating as a limited liability company that focuses on individualized planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator and uses third‑party managers where appropriate — it provides selection of other advisers in addition to direct portfolio management and financial planning. Fee arrangements combine a percentage of assets under management with fixed fees, which supports both ongoing advisory relationships and discrete planning engagements. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded securities and runs fully discretionary portfolios. It is not an active ESG investor and its advisory scope does not include pension consulting. Given the small client roster and concentrated asset base, the firm appears to manage high‑touch, bespoke relationships rather than mass‑market advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices