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Longshore Capital Partners

Chicago, ILSEC-registered investment adviserCRD 308030

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.

6 years
registered since 2020
$397,648,084
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How 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 2A

The 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

$397,648,084 as of October 2026, filing dated March 28, 2026.

Discretionary: $397,648,084.Non-discretionary: $0.

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.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 0 Assets $0 (0%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 4 Assets $397,648,084 (100%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A 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
IL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$291M 2021 $220M 2022 $202M 2023 $244M 2024 $360M 2025 $398M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$397,648,08411March 28, 2026
October 2025$360,004,8929April 1, 2025
October 2024$244,399,9794March 22, 2024
October 2023$201,766,4334February 16, 2023
October 2022$220,271,6835March 21, 2022
October 2021$291,328,1955September 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
  1. 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.I
longshorecp.com

Source: 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