777 E. Sonterra Blvd.
Suite 330
San Antonio, Texas 78258
Tel: 210-826-2424
SHOREBIRD CAPITAL, LP, formally registered with the SEC as SHOREBIRD CAPITAL, LP. The firm was established in 10/28/2016. They have over 2 offices throughout the country.
SHOREBIRD CAPITAL, LP is a San Antonio, Texas based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285437 |
| SEC# | 801-108512 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 4 |
| No. of Clients | AUM |
|---|
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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