SHORE CAPITAL PARTNERS

RIASEC RegisteredEst. 2018
Total AUM
$9.3B
Discretionary
$9.3B
100% of AUM
Avg account
$197M
Accounts
47
Employees
202
Advisory reps
9

Firm details

Headquarters
CHICAGO, Illinois
CRD number
166745
Registered since
July 27, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Shore Capital Partners is a limited partnership that operates as a private equity fund sponsor and advisor focused on pooled investment vehicles for institutional investors. The firm acts as sponsor, general partner and managing member of its funds, running active portfolio management across a suite of private vehicles rather than providing retail or separate-account advisory services. Its fee model combines a percentage-of-assets management fee with performance-based or carried-interest style compensation on select funds. Investment activity centers on private markets, with primary allocations to buyout-style private equity strategies and real estate vehicles. Shore Capital Partners is not an ESG-focused investor and does not position itself as a capital allocator to external opportunistic mandates; instead the firm builds and manages its own pooled funds and selectively engages third-party managers where it complements core strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • LINDA BLOOM

    Chief Financial OfficerCRD 6469769

  • JEFFREY WILLIAMS

    Chief Operating OfficerCRD 7089518

Contacts

3 of 7
  • RYAN KELLEY

    PartnerCRD 4849281

  • MICHAEL COOPER

    PartnerCRD 4827079

  • RICHARD BOOS

    PartnerCRD 7089526

Unlock 4 more contacts

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1 E Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth