# Shorebridge Capital Management, LLC

> Shorebridge Capital Management, LLC is an SEC-registered investment advisory firm in Summit, NJ, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 290660
- Filed as: SHOREBRIDGE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Summit, NJ
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290660
- AdvisorCensus page: https://advisorcensus.com/firm/shorebridge-capital-management-llc-summit-nj-290660

## Quick answers

**How is Shorebridge Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Shorebridge Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Shorebridge Capital Management, LLC located?**
Shorebridge Capital Management, LLC's principal office is in Summit, NJ, according to its Form ADV.

**Is Shorebridge Capital Management, LLC registered with the SEC or a state?**
Shorebridge Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 290660.

**How much does Shorebridge Capital Management, LLC manage?**
Shorebridge Capital Management, LLC reports $735,085,322 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Shorebridge Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Shorebridge Capital Management, LLC: Regulatory assets under management: $694,215,056 in the October 2021 data and $735,085,322 in the October 2026 data, up 6%. Total employees: 8 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shorebridge Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Shorebridge Capital Management, LLC 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/290660

**What changed in Shorebridge Capital Management, LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in NY.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $735,085,322
- Discretionary: $735,085,322
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $735,085,322 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shorebridge.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $694,215,056 | 8 | March 30, 2021 |
| October 2022 | $682,350,830 | 6 | April 22, 2022 |
| October 2023 | $669,128,371 | 5 | June 14, 2023 |
| October 2024 | $706,369,492 | 6 | May 15, 2024 |
| October 2025 | $702,493,591 | 5 | March 20, 2025 |
| October 2026 | $735,085,322 | 5 | March 23, 2026 |

Regulatory assets under management: $694,215,056 in the October 2021 data and $735,085,322 in the October 2026 data, up 6%.
Total employees: 8 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shorebridge Capital Management, LLC (CRD 290660): Form ADV filing data as of October 2026.