SHORECLIFF ASSET MANAGEMENT COMPANY LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 324111
- Registered since
- June 2, 2023
- Website
- www.shorecliffam.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Shorecliff Asset Management Company LLC is a hedge-fund-style adviser that registered with the SEC in 2023 and operates as an LLC. The firm concentrates on portfolio management for pooled investment vehicles and functions in sponsor/GP and managing-member roles for those vehicles rather than acting as a broad capital allocator. Its client base is institutional, it charges fees as a percentage of assets under management, and it does not self-identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MARK BELLIAS
COO & Chief Compliance OfficerCRD 4544179
GRANT NACHMAN
Chief Executive Officer & Chief Investment OfficerCRD 4206051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 620 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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