Shorebridge Capital Management, LLC

Fee-Only (% of Portfolio)

ShoreBridge Capital Management provides investment advice to privately offered pooled investment vehicles (funds). These funds invest substantially all of their assets in other investment vehicles managed by third-party managers. ShoreBridge does not directly manage investments for individual investors. ShoreBridge retains full discretion to negotiate fees and may waive or impose different fees on any client.

Assets Under Management$700M
Clients2
AdvisorsN/A
Avg. per Client$350M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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