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| Broadshore Capital Partners LLC
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|
|---|---|
| CRD # | 119200 |
| SEC # | 801-61687 |
| CIK # | |
| AUM | $1.2 BB (2024-08-27) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Phone | 800-261-4481 |
| Address | 11755 Wilshire Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 0.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 12 | 0.7 |
| Total | 14 | 1.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 14 | 1.2 |
| Total | 14 | 1.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.2 | |
| Total | 14 | 1.2 |
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|---|---|---|
|
Commonwealth Credit Advisors LLC
✚
|
FL | 1.3 |
|
Fai Capital Management
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|
FL | 1.3 |
|
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|
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|
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|
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1.2 | |
|
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|
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|
Cohen & Company Financial Management LLC
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