Shorevest Partners, Ltd.

Overview

Shorevest Partners, Ltd. is organized as a hedge-fund manager that runs pooled investment vehicles for institutional clients. The firm is SEC-registered (since 2018) and reports ownership that includes both a foreign entity and an individual. Its business model centers on acting as adviser, sponsor and general partner or managing member of pooled funds rather than functioning as a broad capital allocator. Compensation is a combination of a percent-of-assets management fee and performance-based (incentive) fees. Shorevest does not identify as an active ESG investor and is not registered as a multi-state adviser. Its stated advisory activity is portfolio management for pooled investment vehicles, reflecting a product set focused on fund-level management rather than one-off separate-account relationships.

Assets & Accounts

Investments & Alternatives