SHOREBIRD, LLC

Overview

Shorebird, LLC is a small, independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. The firm reports a clear preference for equities as the core of client portfolios, favoring exchange-traded instruments for primary exposure. Shorebird operates on a mix of fee models (percentage of AUM, hourly, and fixed fees) and positions itself as a capital allocator, though its reported scale is modest. All reported advisory assets are non‑discretionary, which indicates Shorebird primarily provides advice and implements client-directed strategies or makes recommendations that clients must approve before trades are placed. The firm does not identify as an active ESG investor and does not report multistate adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices