Shorebridge Capital Management, LLC

Overview

Shorebridge Capital Management, LLC is an SEC-registered institutional RIA formed in 2018 and organized as an LLC. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its regulatory and operational profile indicates it functions in commodity/pool trading roles (listed as CPO or CTA) and provides portfolio management for pooled investment vehicles rather than acting as a multi-manager allocator. Shorebridge is not identified as an active ESG investor and is described as serving a domestic client base. The firm also has a broker-dealer affiliation listed among its industry connections. Ownership is a mix of domestic entity and individual, and the adviser is not categorized as a pension consultant, related adviser, or multi-state adviser.

Assets & Accounts

Investments & Alternatives