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BROADSHORE CAPITAL PARTNERS, LLC
CRD 119200File 801-61687
APPROVED
Custody
Filing as of Jul 28, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 11 | 1 | decreased by10 |
| Apr 1, 2026 | Clients | 13 | 11 | decreased by2 |
| Apr 1, 2026 | AUM | $1,123,748,106 | $981,645,694 | decreased by$142,102,412 |
| Apr 1, 2026 | Accounts | 13 | 11 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 24 | 16 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 24 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 16 | 13 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,762,752,169 | $1,123,748,106 | decreased by$639,004,063 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21 | 13 | decreased by8 |
| Apr 1, 2022 | Employees | 30 | 28 | decreased by2 |
| Apr 1, 2022 | Clients | 15 | 16 | increased by1 |
| Apr 1, 2022 | AUM | $1,754,619,488 | $1,762,752,169 | increased by$8,132,681 |
| Apr 1, 2022 | Accounts | 19 | 21 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BROADSHORE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BROADSHORE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.