SHOREBREAK CAPITAL, LLC

Overview

Shorebreak Capital, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates as an owner-managed RIA and favors equity-centered portfolios, deploying exchange-traded securities as the primary building blocks for client accounts. Its fee model is flexible — charging a percentage of AUM while also offering hourly and fixed-fee engagements — which supports both ongoing discretionary relationships and standalone planning projects. Investment activity at Shorebreak is tilted toward liquid public markets. The adviser runs primarily discretionary mandates, using exchange-traded equities (both ETFs and individual stocks) as the core exposure. Shorebreak does not position itself as an ESG-focused manager and is not described as a capital allocator; when clients need non-public exposures the firm relies on third-party external managers rather than internal direct-sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices