Shoals Capital Management LP

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Assets, Funds, Holdings

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Shoals Capital Management LP
CRD #288201
SEC #801-112302
CIK #0001727709
AUM
Employees 9 (78% Investors, 0% Brokers)
Phone703-763-0925
Address1010 N Glebe Rd, Suite 730
Arlington, VA 22201
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
60048036024012002010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Shoals Financials Opportunity Master Fund LP [2017-12-14] 345.4 494.1
AUM Breakdown Accounts AUM ($M)
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 3 494.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(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 0 0.0
Total 3 494.1
By Discretionary
Discretionary 3 494.1
Non-Discretionary 0 0.0
Total 3 494.1
By Non-United States Persons
Non-United States Persons 216.2
United States Persons 277.9
Total 3 494.1
Form D Directors # Filings # Firms 2011 - 2025
Raymond Waterhouse Jr 8
Shoals Capital Management LP 3
Jeffrey Hinkle 3
Shoals Financials Opportunity GP LLC 3
EDGAR Form CIK 2011 - 2025
13F-HR [0001727709]
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