Shine Financial Services, LLC

Overview

Shine Financial Services, LLC operates as a small, privately owned investment adviser organized as an LLC and categorized in the data as a hedge fund. The firm’s client base is individual and family investors; it provides portfolio management for individuals and small businesses, manages pooled investment vehicles, and performs selection of other advisers. Its fee arrangements include asset-based fees, hourly charges, performance-based compensation and other fee lines, consistent with advisory and hedge-fund style activity. Shine is not identified as an active ESG investor, is not listed as a multi-state or newly formed adviser, and does not present itself as a pension consultant or related adviser. The firm does not act as a capital allocator in the sense of deploying external capital to third-party managers on a primary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives