AdvisorCensus / Financial advisors / Illinois / Chicago / Longshore Capital Partners
Longshore Capital Partners
Filed as LONGSHORE CAPITAL PARTNERS · Legal name Longshore Capital Management, LLC
Longshore Capital Partners is an SEC-registered investment advisory firm in Chicago, IL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.
Quick answers
From the filingHow is Longshore Capital Partners compensated?
On its Form ADV (Item 5.E, October 2026), Longshore Capital Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Where is Longshore Capital Partners located?
Longshore Capital Partners' principal office is in Chicago, IL, according to its Form ADV.
Is Longshore Capital Partners registered with the SEC or a state?
Longshore Capital Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308030.
How much does Longshore Capital Partners manage?
Longshore Capital Partners reports $397,648,084 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).
How have Longshore Capital Partners' assets and staff changed since 2021?
In the Form ADV data for Longshore Capital Partners: Regulatory assets under management: $291,328,195 in the October 2021 data and $397,648,084 in the October 2026 data, up 36%. Total employees: 5 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Longshore Capital Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).
Does Longshore Capital Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308030
Does Longshore Capital Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 28, 2026 says: "The Advisory Clients generally have a minimum investment amount of $5 million. Longshore is permitted to waive such minimum investment amount in its sole discretion."
What changed in Longshore Capital Partners' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $360,004,892 to $397,648,084 (+10%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Advisory Clients generally have a minimum investment amount of $5 million. Longshore is permitted to waive such minimum investment amount in its sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$397,648,084 as of October 2026, filing dated March 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Longshore Capital Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 11. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $397,648,084 | 11 | March 28, 2026 |
| October 2025 | $360,004,892 | 9 | April 1, 2025 |
| October 2024 | $244,399,979 | 4 | March 22, 2024 |
| October 2023 | $201,766,433 | 4 | February 16, 2023 |
| October 2022 | $220,271,683 | 5 | March 21, 2022 |
| October 2021 | $291,328,195 | 5 | September 24, 2021 |
Regulatory assets under management: $291,328,195 in the October 2021 data and $397,648,084 in the October 2026 data, up 36%.
Total employees: 5 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $360,004,892 to $397,648,084 (+10%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Longshore Capital Partners (CRD 308030): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/longshore-capital-partners-chicago-il-308030