Shorebird Capital, LP
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Shorebird Capital, LP is an independent investment management firm that provides model portfolios to its affiliate, Titleist Asset Management, LLC, through a third-party platform (SMArtX). They offer seven different model portfolios monitored by their investment committee. They do not manage advisory client assets directly or participate in wrap fee programs.
Fee Structure
Fees are determined by the agreement between Shorebird Capital and SMArtX, a third-party platform. Clients may incur additional fees such as internal fees and expenses charged by mutual funds and exchange-traded funds.
Areas of Practice
Location
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258