BROADSHORE CAPITAL PARTNERS, LLC

Overview

Broadshore Capital Partners, LLC is an SEC-registered limited liability advisory firm that concentrates on institutional mandates. The firm’s investment activity is concentrated in equity-oriented mandates, with a pronounced tilt toward non-exchange-traded equity positions and private or closely held equity exposures. Broadshore serves a small roster of institutional clients, providing portfolio management for businesses and institutions alongside pension consulting capabilities. Its fee schedule includes asset-based fees, performance-based fees and other custom fee arrangements suitable for large institutional relationships. The firm’s model is largely non-discretionary; its reported assets are held in accounts where client direction remains significant, which aligns with advisory and consulting work for institutional sponsors. Broadshore does not position itself as an active ESG investor and structures relationships for a limited number of sizable institutional accounts rather than a broad retail base.

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Public Holdings

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Location & Offices