SHOREBIRD CAPITAL, LP

RIASEC RegisteredEst. 2016
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
285437
Registered since
October 28, 2016
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Shorebird Capital, LP is a limited partnership that has been SEC-registered since 2016 and focuses on fee-based, discretionary portfolio management for individuals and small businesses. The firm operates as an adviser affiliated with other industry entities (filings list it as a related adviser) and maintains relationships with broker-dealers, which suggests access to third‑party platforms and product shelves. Shorebird Capital is not identified as an active ESG investor and is not registered as a multi-state adviser. Its stated fee model is a percentage-of-assets-under-management arrangement. Investment activity centers on managing discretionary accounts rather than acting as a capital allocator to external private managers. Filings show the firm uses pooled public investment vehicles as core building blocks rather than direct private placements; no named third‑party alternative managers are reported on the adviser disclosure.

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

FINTRX

Client base

Client personas

Contacts

3 of 3
  • JOE-BEN O'BANION

    Co-FounderCRD 3030302

  • GERY SADZEWICZ

    CCOCRD 1090963

  • BYRON FIELDS

    Co-Founder & Managing PartnerCRD 4227890

Wealth teams

FINTRX

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

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
777 E Sonterra Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth