Shorevest Partners, Ltd.

Overview

Shorevest Partners, Ltd. is organized as a hedge fund-style adviser that registers with the SEC and has been active since 2018. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. Its ownership is listed as a mix of foreign entity and individual ownership, and its business model includes acting as an adviser and sponsor — serving as GP/managing member for pooled investment vehicles in addition to providing advisory services. Compensation combines a percentage-of-assets fee with performance-based fees, aligning pay with both asset levels and results. Shorevest is not identified as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives