|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Shorebridge Capital Management LLC
✚
|
|
|---|---|
| CRD # | 290660 |
| SEC # | 801-112289 |
| CIK # | |
| AUM | $702.5 M (2025-03-20) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 212-698-8544 |
| Address | 350 Springfield Avenue Summit, NJ 07901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Shorebridge Point72 Select LLC | [2018-02-28] | 345.6 | 187.6 |
| Other | Shorebridge Point72 Select Ltd | [2018-02-28] | 1,018.9 | 514.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 702.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 702.5 |
| By Discretionary | ||
| Discretionary | 2 | 702.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 702.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 514.9 | |
| United States Persons | 187.6 | |
| Total | 2 | 702.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Kim Bishop | 50 | ||
| Sabrina Foster | 42 | ||
| Garth Ebanks | 47 | ||
| Kimberly Melen | 36 | ||
| Liam Griff | 3 | ||
| Douglas Blagdon | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Occudo Quantitative Strategies LP
✚
|
FL | 0.7 |
|
Systelligence LLC
✚
|
MN | 0.7 |
|
Constitution Capital PM L P
✚
|
MA | 0.7 |
|
FS Credit Income Advisor LLC
✚
|
PA | 0.7 |
|
Bow River Advisers LLC
✚
|
CO | 0.7 |
|
Sator Grove Management Company LLC
✚
|
0.7 | |
|
Oak Thistle LLC
✚
|
0.7 | |
|
Fieldview Capital Management LLC
✚
|
MI | 0.7 |
|
Darwin Ventures LLC
✚
|
ID | 0.7 |
|
PCIM Realty Advisors LLC
✚
|
TX | 0.7 |