Shore Capital Partners Management, L.P.
- Regulatory AUM
- $9.3B
- Discretionary
- $9.3B
- Clients
- 47
- Avg AUM / client
- $197M
- Accounts
- 47
- Employees
- 202
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 47 | $9.3B | 100.0% |
Private funds (25)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.0B combined gross assets
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cooper, Michael, Stephen | Partner | Jul 2009 (17y) | Less than 5% | |
| Hennegan, John, Michael | Partner | Jul 2009 (17y) | Less than 5% | |
| Ishbia, Justin, Ryan | Managing Partner | Jul 2009 (17y) | ≈ 56.25% – 100% via Jri Investment I, Llc | |
| Kelley, Ryan, David | Partner | Jul 2009 (17y) | Less than 5% | |
| Bloom, Linda | Chief Financial Officer/Chief Compliance Officer | Aug 2013 (13y) | Less than 5% | |
| Pierce, Donald, Kenneth | Partner | Oct 2013 (13y) | Less than 5% | |
| Boos, Richard, Nelson | Partner | Oct 2018 (8y) | Less than 5% | |
| Mioton, Christopher, Britton | Partner | Mar 2019 (7y) | Less than 5% | |
| Williams, Jeffrey, Michael | Chief Operating Officer | Mar 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jri Investment I, Llc | Manager | Apr 2010 | A | 75% or more |
| Shore Capital Partners, Llc | General Partner | May 2009 | A | Less than 5% |
| Jri Investment I, Llc | General Partner | May 2009 | B | ≈ 0% – 5% via Shore Capital Partners, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ishbia, Justin, Ryan: 75% – 100% of Jri Investment I, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Jri Investment I, Llc: 75% – 100% of Shore Capital Partners, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (25, $4.0B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 9.78 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗