# Shore Capital Partners

> Shore Capital Partners is an SEC-registered investment advisory firm in Chicago, IL, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 166745
- Filed as: SHORE CAPITAL PARTNERS
- Legal name: Shore Capital Partners Management, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166745
- AdvisorCensus page: https://advisorcensus.com/firm/shore-capital-partners-chicago-il-166745

## Quick answers

**How is Shore Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Shore Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Shore Capital Partners located?**
Shore Capital Partners' principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Shore Capital Partners registered with the SEC or a state?**
Shore Capital Partners is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 166745.

**How much does Shore Capital Partners manage?**
Shore Capital Partners reports $9,257,783,507 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Shore Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Shore Capital Partners: Regulatory assets under management: $2,020,178,356 in the October 2021 data and $9,257,783,507 in the October 2026 data, up 358%. Total employees: 48 in October 2021 and 202 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shore Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (47).

**Does Shore 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/166745

**What changed in Shore Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $6,797,956,087 to $9,257,783,507 (+36%). Added an office in Birmingham, MI. Added an office in Evanston, IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $9,257,783,507
- Discretionary: $9,257,783,507
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 47 | $9,257,783,507 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 202 total, 62 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Birmingham, MI
- Evanston, IL
- Nashville, TN

### Websites listed on Form ADV (Item 1.I)
- shorecp.com
- LinkedIn @SHORE-CAPITAL-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,020,178,356 | 48 | March 29, 2021 |
| October 2022 | $2,617,451,859 | 86 | May 24, 2022 |
| October 2023 | $2,879,908,238 | 117 | March 31, 2023 |
| October 2024 | $3,982,939,857 | 144 | March 29, 2024 |
| October 2025 | $6,749,980,146 | 177 | March 31, 2025 |
| October 2026 | $9,257,783,507 | 202 | March 31, 2026 |

Regulatory assets under management: $2,020,178,356 in the October 2021 data and $9,257,783,507 in the October 2026 data, up 358%.
Total employees: 48 in October 2021 and 202 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $6,797,956,087 to $9,257,783,507 (+36%).
- Added an office in Birmingham, MI.
- Added an office in Evanston, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shore Capital Partners (CRD 166745): Form ADV filing data as of October 2026.