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SHORE CAPITAL PARTNERS

Legal name: SHORE CAPITAL PARTNERS MANAGEMENT, L.P.

CRD 166745File 801-113762
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.26B
Top 10% of cohort (national)
Discretionary AUM
$9.26B
Clients
47
47 accounts
Employees
202
Top 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
CHRO
Registration date
Jul 27, 2018
Principal office
1 EAST WACKER DRIVE, SUITE 2900, CHICAGO, IL, 60601
Phone
312-348-7572

Assets & accounts

ADV Item 5F
Total regulatory AUM
$9.26B
Discretionary AUM
$9.26B
Non-discretionary AUM
$0
Discretionary accounts
47
Non-discretionary accounts
0
Total accounts
47
AUM per client
$197.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles47$9.26B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees177202increased by25
Apr 1, 2026Clients3647increased by11
Apr 1, 2026AUM$6,797,956,087$9,257,783,507increased by$2,459,827,420
Apr 1, 2026Accounts3747increased by10
Feb 1, 2026AUM$6,749,980,146$6,797,956,087increased by$47,975,941
Feb 1, 2026Accounts3637increased by1
May 1, 2025
vs Oct 1, 2022
Employees86177increased by91
May 1, 2025
vs Oct 1, 2022
Clients1936increased by17
May 1, 2025
vs Oct 1, 2022
AUM$2,617,451,859$6,749,980,146increased by$4,132,528,287
May 1, 2025
vs Oct 1, 2022
Accounts1936increased by17
Apr 1, 2022Employees4886increased by38
Apr 1, 2022Clients1219increased by7
Apr 1, 2022AUM$2,020,178,356$2,617,451,859increased by$597,273,503
Apr 1, 2022Accounts1219increased by7
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SHORE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SHORE 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.