Shorebreak Capital, LLC

Overview

Shorebreak Capital, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Shorebreak does not present itself as an active ESG investor, is not a pension consultant, and is not identified as a capital allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices