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 that provides portfolio management for pooled investment vehicles. The firm, which registered with the SEC in 2013, serves an institutional client base and charges a combination of asset-based fees and performance fees. It is structured to act as an adviser and sponsor (general partner/managing member) of pooled vehicles rather than as a traditional capital allocator to outside managers. Shellback is not identified 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

    Chief Operating Officer & General CounselCRD 6025784

  • JOHN SAMOSKA

    Chief Financial OfficerCRD 5203768

Contacts

3 of 3
  • JONATHAN HILSABECK

    PartnerCRD 6269050

  • DONALD JABRO

    Managing MemberCRD 6269055

  • 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