First Shelbourne

Overview

First Shelbourne operates as a privately held limited liability company and is registered as an independent registered investment adviser. The firm is owned by an individual and concentrates on portfolio management for individuals and small businesses. Its compensation model is a percentage-of-assets-under-management fee. Client focus is households and family clients rather than institutions. The adviser identifies itself as an active ESG investor, indicating environmental, social, and governance criteria play a role in security selection or portfolio construction. First Shelbourne is not positioned as a capital allocator or pension consultant and does not indicate a network of related advisers; it also does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives