SHOREBRIDGE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$735M
Discretionary
$735M
100% of AUM
Avg account
$368M
Accounts
2
Employees
5
Advisory reps
1

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
290660
Registered since
January 17, 2018
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DOUGLAS BLAGDON

    Founder & Managing PartnerCRD 1789722

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth