SHOREWIND CAPITAL LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 317255
- Registered since
- February 1, 2024
- Website
- www.shorewindcapital.com
Firm profile
FINTRXOverview
Shorewind Capital LLC operates primarily as a sponsor and general partner for pooled investment vehicles, with its activity focused on venture capital investing. The firm is structured as a limited liability company owned by an individual and registered with the SEC in 2024. Shorewind’s business profile is tilted toward private fund management rather than providing traditional RIA retail advisory services; it functions as a fund manager and managing member for its vehicles rather than as a multi-state advisory platform or a pension consultant. The firm is not identified as an active ESG investor. Shorewind’s governance and economics appear concentrated: the funds it advises have a small number of owners with a high average ownership share, indicating tight ownership and control within its capital base. Its classification in filings is unclassified, and it does not present a broad client base of individual advisory accounts.
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
3 of 3Nicholas Fragnito
Founding PartnerCRD 7480575
JACOB POLISKIN
Co-Managing MemberCRD 6334945
Andrew Rubenstein
Founding PartnerCRD 7480573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 100 Pine St
- Time zone
- PT (UTC-8)
- Office locations
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