Shellback Capital, LP

RIASEC RegisteredEst. 2013
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$543M
Accounts
3
Employees
10
Advisory reps
5

Firm details

Headquarters
Boston, Massachusetts
CRD number
169642
Registered since
December 2, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Shellback Capital, LP is a limited partnership organized as a hedge fund manager that registers with the SEC and has been active since 2013. The firm serves institutional clients and provides portfolio management for pooled investment vehicles, acting in capacities such as adviser and managing member or general partner of pooled funds. Its fee schedule combines a percentage-of-assets component with performance-based fees. Shellback does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Bradford Ali

    Bradford Ali

    Chief Operating Officer & General CounselCRD 6025784

  • John Samoska

    John Samoska

    Chief Financial OfficerCRD 5203768

Contacts

3 of 3
  • Jonathan Hilsabeck

    PartnerCRD 6269050

  • Donald Jabro

    Managing MemberCRD 6269055

  • Douglas Gordon

    Douglas Gordon

    Managing MemberCRD 2292552

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
260 Franklin St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth