# Shorevest Partners, Ltd.

> Shorevest Partners, Ltd. is an SEC-registered investment advisory firm in Tortola, British Virgin Islands, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 284681
- Filed as: SHOREVEST PARTNERS, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tortola, British Virgin Islands
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284681
- AdvisorCensus page: https://advisorcensus.com/firm/shorevest-partners-ltd-tortola-284681

## Quick answers

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

**Where is Shorevest Partners, Ltd. located?**
Shorevest Partners, Ltd.'s principal office is in Tortola, British Virgin Islands, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Shorevest Partners, Ltd. registered with the SEC or a state?**
Shorevest Partners, Ltd. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 284681.

**How much does Shorevest Partners, Ltd. manage?**
Shorevest Partners, Ltd. reports $243,995,831 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Shorevest Partners, Ltd.'s assets and staff changed since 2021?**
In the Form ADV data for Shorevest Partners, Ltd.: Regulatory assets under management: $212,487,758 in the October 2021 data and $243,995,831 in the October 2026 data, up 15%. Total employees: 19 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shorevest Partners, Ltd. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Shorevest Partners, Ltd. 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/284681

**Does Shorevest Partners, Ltd. state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Adviser generally requires a minimum investment by a Fund LP of $2,500,000, however the minimum investment threshold may be waived or modified by Adviser in its sole discretion."

**What changed in Shorevest Partners, Ltd.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $193,683,328 to $243,995,831 (+26%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $2,500,000 (the brochure says it may be waived or negotiated)

> Adviser generally requires a minimum investment by a Fund LP of $2,500,000, however the minimum investment threshold may be waived or modified by Adviser in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $243,995,831
- Discretionary: $243,995,831
- 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) | 3 | $243,995,831 |
| 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 |
| Other | 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: 27 total, 21 performing advisory functions
- Wrap fee program participation: No
- 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
- Guangzhou
- Los Gatos, CA

### Websites listed on Form ADV (Item 1.I)
- [shorevest.com](https://shorevest.com)
- LinkedIn @SHOREVEST-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $212,487,758 | 19 | June 3, 2021 |
| October 2022 | $192,781,734 | 21 | March 31, 2022 |
| October 2023 | $215,931,996 | 26 | March 31, 2023 |
| October 2024 | $226,173,933 | 22 | March 28, 2024 |
| October 2025 | $193,683,328 | 27 | March 31, 2025 |
| October 2026 | $243,995,831 | 27 | March 30, 2026 |

Regulatory assets under management: $212,487,758 in the October 2021 data and $243,995,831 in the October 2026 data, up 15%.
Total employees: 19 in October 2021 and 27 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $193,683,328 to $243,995,831 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shorevest Partners, Ltd. (CRD 284681): Form ADV filing data as of October 2026.