Private fund adviser · Summit, NJ
Shorebridge Capital Management, LLC
SEC-registered investment adviser · CRD 290660 · SEC 801-112289
At a glance
Shorebridge Capital Management, LLC is an SEC-registered investment adviser based in Summit, New Jersey, with $735 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,639th of 4,686 private fund advisers and 6,383rd of 17,210 SEC-registered advisers by assets.
Main office 212-698-8544shorebridge.comAs filed on Form ADV
- Regulatory AUM
- $735M
- Rank among private fund advisers
- #2,639 of 4,686
- Rank among all SEC RIAs
- #6,383 of 17,210
- Rank in New Jersey
- #133 of 392
- Clients
- 2
- Accounts
- 2
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Douglas M. BlagdonCeo/cco
Custody and brokerage
Custodian
Shorebridge Capital Management, LLC’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
Shorebridge Capital Management, LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Shorebridge Capital Securities, LLC.
- Shorebridge Capital Securities, LLC ↗CRD 269991
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names Shorebridge Capital Securities as the broker-dealer its advisers are registered with.
All management personnel and employees of the Firm are registered representatives of SBCS.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 2 | $735M | 100% |
Private funds
Shorebridge Capital Management, LLC reports 2 private funds with $735M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Shorebridge Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗shorebridge.com ↗
AtlasMembers
The full record on Shorebridge Capital Management, LLC
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, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,242 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Shorebridge Capital Management, LLC manage?
Shorebridge Capital Management, LLC reports $735 million in regulatory assets under management across 2 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is Shorebridge Capital Management, LLC?
Shorebridge Capital Management, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Shorebridge Capital Management, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($735 million, 2 clients).
Does Shorebridge Capital Management, LLC manage private funds?
Yes. It reports 2 private funds with $735 million in gross assets, including other private funds.
Does Shorebridge Capital Management, LLC have any disciplinary history?
Shorebridge Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Shorebridge Capital Management, LLC’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 (2026-03-23), 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 →