SHOREBRIDGE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SUMMIT, New Jersey
- CRD number
- 290660
- Registered since
- January 17, 2018
- Website
- shorebridge.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Shorebridge Capital Management, LLC is an SEC-registered investment adviser (registered in 2018) organized as a limited liability company. The firm focuses on institutional clients and charges fees as a percentage of assets under management. Its principal advisory activity is portfolio management for pooled investment vehicles, and it operates in a capacity consistent with CPO/CTA services. Shorebridge reports an industry affiliation with a broker-dealer and indicates ownership structure that involves both a domestic entity and an individual. The firm does not describe itself as an active ESG investor and is not identified as a multi-state adviser or capital allocator.
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
1 of 1DOUGLAS BLAGDON
Founder & Managing PartnerCRD 1789722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUMMIT, NJ
UNION
Location
SUMMIT, NJ
Headquartered in SUMMIT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- UNION
- Address
- 350 Springfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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