SHOREBIRD CAPITAL, LP

Latest filing: May 09, 2024 (174 days ago)

AUM

$0
0% change vs. 1 year ago
-100% change vs. 3 years ago
-100% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

4
0% change vs. 1 year ago
100% change vs. 3 years ago
-33% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

SAN ANTONIO, TX
777 E. SONTERRA BLVD., SAN ANTONIO, TX, UNITED STATES, 78258

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
TITLEIST ASSET MANAGEMENT, LLC $1.4 323567
TITLEIST CAPITAL, LLC $0.0 broker-dealer 126136

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

9 active

Name Title
FIELDS, BYRON, LUCIEN LIMITED PARTNER, MEMBER
KRONENBERG, GEORGE, HENRY LIMITED PARTNER, MEMBER
SADZEWICZ, GERY, JOSEPH CHIEF COMPLIANCE OFFICER
GRAFF, AUSTIN MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

2 active representatives found

Name City State Exams Designations
BYRON FIELDS SAN ANTONIO TX S66|2000-07-31
AUSTIN GRAFF SAN ANTONIO TX S63|2006-08-19 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.0 $0.0 0% 4 0 0%
2024-04-02 $0.0 $0.0 0% 4 0 0%
2023-04-04 $0.0 $0.0 0% 4 0 0%
2022-04-01 $0.0 $0.0 -100% 4 0 0%
2021-04-05 $0.0 $0.0 -100% 2 2 100%
2020-04-01 $0.0 $0.0 -100% 2 2 100%
2019-04-01 $0.0 $0.0 -100% 6 -2 -33%
2018-04-02 $0.0 $0.0 -100% 5 -1 -20%
2017-04-01 $0.0 $0.0 -100% 3 1 33%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
TX, CA-03/25/2022, TX-03/25/2022
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV