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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2016
- Office Locations
- 2
Office Locations
About Shorebreak Capital, LLC
Shorebreak Capital is an RIA providing portfolio construction, ongoing management/rebalancing, and tailored financial planning for individuals and families (executives, physicians, retirees, business owners, and HNW clients). Portfolios are risk-calibrated and managed in partnership with Redwood Investment Management, and clients can access institutional co-investment credit/real estate interval funds with quarterly liquidity. Virtual service available; U.S. assets custody via Charles Schwab Institutional.
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Owner & Executives
BRYAN JOSEPH BOURGEOIS
President, Principal
- CRD
- #4691362
- Ownership
- 75% or more
Steven Jay Kibbel
Chief Compliance Officer, Investment Adviser Representative
- CRD
- #6800914
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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