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Asset manager · SAN Antonio, TX

Shorebird Capital, LP

SEC-registered investment adviser · CRD 285437 · SEC 801-108512

At a glance

Shorebird Capital, LP is an SEC-registered investment adviser based in SAN Antonio, Texas, with $0 in regulatory assets under management as of its Form ADV filed March 30, 2026. By Form ADV it is a asset manager, ranked 2,679th of 3,218 asset managers and 16,661st of 17,210 SEC-registered advisers by assets.

Main office 210-826-2424shorebirdcap.comAs filed on Form ADV

Regulatory AUM
$0M
Rank among asset managers
#2,679 of 3,218
Rank among all SEC RIAs
#16,661 of 17,210
Rank in Texas
#1,063 of 1,081
Clients
0
Accounts
0
Discretionary
0% of AUM
Employees
4
Advisory staff
2
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Shorebird Capital, LP’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Shorebird Capital, LP is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Titleist Capital, LLC.

Its Form ADV brochure (filed March 2026) names Titleist Capital as the broker-dealer its advisers are registered with.

Certain Shorebird Capital professionals are registered with Titleist Capital, LLC.

Other hybrid RIAs

Disciplinary disclosures

Shorebird Capital, LP answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Other services

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗shorebirdcap.com ↗

AtlasMembers

The full record on Shorebird Capital, LP

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 9 years of filings
Locked
Growth over one, three and five years
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Rank against 626 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Shorebird Capital, LP manage?

Shorebird Capital, LP reports $0 in regulatory assets under management, on its Form ADV filed March 30, 2026.

What kind of firm is Shorebird Capital, LP?

Shorebird Capital, LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Does Shorebird Capital, LP have any disciplinary history?

Shorebird Capital, LP answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Shorebird Capital, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →