9AT: SHOREBIRD CAPITAL, LP

Advisers
SHOREBIRD CAPITAL, LP
Summary

SHOREBIRD CAPITAL, LP

Summary Contacts News Filings Brochure Private Funds Service Providers

Login Required

Dear User,

In order to view news relating to specific advisers, you must be a registered user on our site. You can register for free here.

By registering on our site, you will have access to additional pages and functionality such as our searchable news database, brochure analysis and adviser compare. Additionally, you will be able to create a watchlist and receive customizable alerts on up to 10 advisers. For more information, see our registration & pricing policy.

Login Required

Dear User,

In order to view customized alerts for specific advisers, you must be a registered user on our site. You can register for free here.

Login Required

Dear User,

In order to view the brochure section of this adviser’s Form ADV, you must be a registered user on our site. You can register for free here.

Login Required

Dear User,

In order to view this page, you must be a licensed user on our site.

Licensed users have access to adviser contact information, service provider data, and new adviser and fund registrations. For more information, request a call or demo here.

other names

SHOREBIRD CAPITAL, LP

Adviser Profile

As of Date	03/27/2025
ADV Location	SAN ANTONIO, TX, United States
Adviser Type - Related adviser
Number of Employees	4
of those in investment advisory functions	2
Registration	SEC, Approved, 10/28/2016

AUM^*	3,407,615
of that, discretionary	3,407,615
Private Fund GAV^*	0 -100%
Avg Account Size	170,381
SMA’s	No
Private Funds	0 1
Contact Info	210 xxxxxxx
Websites

Details

HTTP://WWW.SHOREBIRDCAP.COM

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

15M 13M 11M 8M 6M 4M 2M

2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

A. Ownership/Advisory History Shorebird Capital, LP (referred hereinafter to as “Shorebird Capital,” “Advisor,” or “Investment Manager”) was incorporated in the State of Delaware in 2016 and is registered with the SEC as a Registered Investment Advisor (“RIA”). Shorebird Capital is owned by Titleist Asset Management, LLC. B. Advisory Services Offered Model Portfolio Provider Shorebird Capital is an independent investment management firm providing model portfolios to the SMArtX Advisory Solutions (“SMArtX”) platform. Shorebird Capital offers seven different model portfolios:  Balanced Portfolio  Capital Appreciation

Portfolio  Conservative Portfolio  Growth Portfolio  Income Portfolio C. Client-Tailored Services and Client-Imposed Restrictions Shorebird Capital provides model portfolio strategies to a third-party platform and does not manage advisory client assets. D. Wrap Fee Programs Shorebird Capital does not participate in wrap fee programs, where brokerage commissions and transaction costs are included in the asset-based fee charged to the client. E. Client Assets Under Management Shorebird Capital provides model portfolio strategies to a third-party platform and does not manage advisory client assets.

Subscription Required

Dear User,

In order to use the export functionality a paid subscription to our site is required. You can subscribe here.

By subscribing to our site, you will have access to all data in our database, with export capability. Additionally, you will be able to retain multiple watchlists and receive customizable alerts on up to 50 advisers. For more information, see our registration & pricing policy.