AdvisorGrade
Fee-onlyFiduciaryLocal

Shorebird Capital, LP

Shorebird Capital, LP is a fee-only, SEC-registered investment adviser in San Antonio, Texas, registered with the SEC since 2016. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #285437 · SEC #801-108512 · SEC-registered since 2016 (10 yrs) · Last filing data January 1, 2026

AUM
Not reported

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
10

Form ADV 5.C — may be institutional

Employees
4

2 advisers

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Overview

AI-generated summary

Shorebird Capital, LP is a fee-only, SEC-registered investment adviser based in San Antonio, Texas. It did not report regulatory assets under management on its most recent Form ADV. The firm reports one or more disclosure events on Form ADV Item 11 — see the disclosures section below.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
285437
SEC #
801-108512
Headquarters
San Antonio, TX
Employees
4

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Disclosures

  • 2026 · Self-regulatory organization disclosure

    Shorebird Capital, LP reported one or more matters in this category on Form ADV Item 11. Form ADV Part 1 indicates that a disclosure exists but not its outcome; review the full Disclosure Reporting Pages on the SEC IAPD record for details and resolution.

  • Detailed, AI-summarized breakdowns of each event are being rolled out across the directory. For now, review the full Disclosure Reporting Pages on the SEC IAPD record.

Frequently asked questions

Is Shorebird Capital, LP a fiduciary?+

Yes. Shorebird Capital, LP is an SEC-registered investment adviser (CRD #285437), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Shorebird Capital, LP compensated?+

Shorebird Capital, LP reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Shorebird Capital, LP manage?+

Shorebird Capital, LP did not report regulatory assets under management on its most recent Form ADV. See the SEC IAPD record for details.

Does Shorebird Capital, LP have any disclosures?+

Shorebird Capital, LP reported one or more disclosure events on Form ADV Item 11 (self-regulatory organization disclosure). A disclosure is not by itself a finding of wrongdoing; review the full Disclosure Reporting Pages on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Shorebird Capital, LP has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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