First Shelbourne
RIAState Registered
Total AUM
$7.5M
Discretionary
$7.5M
100% of AUM
Avg account
$326K
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 321045
- Website
- firstshelbourne.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
First Shelbourne is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Client targeting is concentrated on individual and family relationships rather than institutional mandates. The firm identifies as an active ESG investor and appears to run advice and portfolios on a discretionary basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents14%
- US Government Bonds13%
- Investment Grade Corp Bonds8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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