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BROADSHORE CAPITAL PARTNERS, LLC
CRD 119200File 801-61687
APPROVED
Custody
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$981.6M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $981.6M
Clients
1
11 accounts
Employees
16
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 2, 2003
- Principal office
- 11755 WILSHIRE BLVD., SUITE 1350, LOS ANGELES, CA, 90025
- Phone
- 800-261-4481
- Website
- https://broadshore.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $981.6M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $981.6M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 11
- Total accounts
- 11
- AUM per client
- $981.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | Fewer than 5 | $492.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ACQUISITION, DISPOSITION & ORIGINATION FEES.
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 11 | 1 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.