Shorevest Capital Partners, Ltd. is an adviser based in Tortola. It manages $101.18 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018.
Shorevest Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Shorevest Capital Partners, Ltd. is $101.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 77% since the beginning of its operation, and $82 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Shorevest Capital Partners, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Shorevest Capital Partners is pooled investment vehicles with 1 clients and $101.18 million of assets under management. Among the 9 most similar advisory firms, Shorevest Capital Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $101.18 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Shorevest Capital Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $2,500,000 for each fund.
The company employs 23 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Shorevest Capital Partners, Ltd. performs its advisory services is located at James Walter Francis Drive, Tortola, Vg1110 The mailing address of the firm is 20 South Santa Cruz Avenue, Los Gatos, CA 95030. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +1 (284) 494-7065 or by fax +1 (284) 494-8356. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at shorevest.com/.