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Shorebreak Capital, LLC

EST. AUM
$21,000,000

CONTACTS

CLIENT ACCOUNTS
186

Firm Details

Metro area Austin
CRD Number 283921
Website shorebreakcapital.com
Client types

Overview

Shorebreak Capital is a Registered Investment Advisor that provides fiduciary advisory, portfolio management, and financial planning services to individuals, families, and institutional clients. The firm specializes in risk-calibrated portfolio construction and offers access to institutional co-investment opportunities typically reserved for large investors. Through its partnership with Redwood Investment Management, Shorebreak delivers diversified, multi-asset investment strategies designed to balance growth with disciplined risk management. Its platform emphasizes customized solutions, low-fee structures, and long-term wealth planning across varying market cycles.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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