Shorebird Capital, LP (San Antonio)

Name: Shorebird Capital, LP
Address: 777 E. Sonterra Blvd., San Antonio, TX, 78258
Telephone: 210-826-2424

Shorebird Capital, LP is a related adviser based in San Antonio. It manages $14.85 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

Shorebird Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shorebird Capital: assets under management

The assets under management (AUM) of Shorebird Capital, LP is $14.85 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 643% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.43 million each.

Shorebird Capital has custody of $14.85 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shorebird Capital, LP for their services and products based on a percentage of assets under management, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Shorebird Capital serves?

The only and largest group of clients of Shorebird Capital is pooled investment vehicles with 2 clients and $14.85 million of assets under management. Among the 3 most similar advisory firms, Shorebird Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $14.85 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Shorebird Capital also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $250,000.

Careers at Shorebird Capital, LP

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Shorebird Capital Gp	The general partner	1 Jul 2016	Other	81-3294459
Byron Lucien Fields	Member of the general partner	1 Jul 2016	50% - 75%	4227890
George Henry Kronenberg	Member of the general partner	1 Jul 2016	50% - 75%	5744694
Leon Anthony Mimari	Cco	1 Jul 2016	Other	5102749
Llc Shorebird Avocet Fund Gp	The general partner to shorebird avocet fund, lp	1 Feb 2018	Other	82-4217191
Carl Lance Huntley	Cco	1 May 2019	Other	2689997

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Byron Lucien Fields	Member	1 Oct 2016	50% - 75%	4227890
George Henry Kronenberg	Member	1 Oct 2016	50% - 75%	5744694
Austin Graff	Member	1 Feb 2018	75% - 100%	5194678
Llc Shorebird Capital Gp	Owner	1 Feb 2018	25% - 50%	81-3294459

Based in San Antonio

The principal office where Shorebird Capital, LP performs its advisory services is located at 777 E. Sonterra Blvd., San Antonio, TX 78258 The mailing address of the firm is 2301 S. Capital Of Texas Hwy., Austin, TX 78746. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 210-826-2424 or by fax 210-579-7177. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at shorebirdcap.com.