SHOREBIRD CAPITAL, LP
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 285437
- Registered since
- October 28, 2016
- Website
- www.shorebirdcap.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3JOE-BEN O'BANION
Co-FounderCRD 3030302
GERY SADZEWICZ
CCOCRD 1090963
BYRON FIELDS
Co-Founder & Managing PartnerCRD 4227890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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