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Executive Vice President · Broadshore Capital Partners, LLC

James R. Pomeranz

CRD 8165394 · Named on Form ADV at one SEC-registered adviser

At a glance

Broadshore Capital Partners, LLC, an SEC-registered asset manager based in LOS Angeles, CA with $982 million in regulatory assets, lists James R. Pomeranz on its Form ADV as Executive Vice President.

Firms and roles

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James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Bradford W. HoweCEO, Director, and Investment Committee Chair, Broadshore Capital Partners, LLC
  • Russell D. MunnChief Compliance Officer & Chief Operating Officer, Broadshore Capital Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.