Shorebird Capital, LP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
Very LowAverage account size
$0
About
Shorebird Capital, LP provides model portfolio strategies to third‑party investment platforms, primarily offering six model portfolios via the SMArtX platform. The firm does not manage advisory client assets directly, does not take custody of client assets, and does not participate in wrap fee programs.
Investment decisions combine fundamental, technical, and quantitative analysis with a Rules Based Investing (RBI) Total Return System that uses the FTSE Global All Cap Index as the Global Equity Model and constructs fixed‑income exposure as a short‑term three‑year U.S. Treasury ladder. Portfolios are built by pairing tilted equity exposures with fixed‑income allocations across five RBI risk profiles, with monthly tilt reviews and quarterly (or 4% deviation) rebalances.
The brochure discloses several features that are uncommon among supported firms: Shorebird is affiliated with a broker‑dealer (Titleist Capital, LLC) and with another registered adviser (Titleist Asset Management, LLC), and an affiliate broker‑dealer was fined by FINRA for late and inaccurate TRACE reporting. The firm’s business model—distributing models to a platform rather than serving individual or high‑net‑worth clients directly—and its use of solicitor referral arrangements distinguish its operational and client‑base profile from most peers.
Client services
Portfolio management
Model provider
Expertise
Factor investing / smart beta
Passive / index investing
Main office location
Shorebird Capital, LP
777 E. Sonterra Blvd., Suite 330
San Antonio TX 78258, United States
Number of offices
2
Most active in
Shorebird Capital, LP has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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