Shorevest Partners, Ltd.
- Regulatory AUM
- $244M
- Discretionary
- $244M
- Clients
- 3
- Avg AUM / client
- $81.3M
- Accounts
- 3
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $244M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $121M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Shorevest Distressed Credit, L.P. | Hedge Fund | Cayman Islands | $86.4M | 17 |
| Shorevest Credit Opportunities Ii, L.P. | Hedge Fund | Cayman Islands | $34.4M | 21 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mei, Cui | Partner | Jul 2016 (10y) | Less than 5% | |
| Zheng, Hui | Partner | Jul 2016 (10y) | Less than 5% | |
| Bi, Feng Sheng Ada | Chief Financial Officer | May 2017 (9y) | Less than 5% | |
| Fanger, Benjamin, W. | Managing Partner | Jun 2017 (9y) | ≈ 18.75% – 50% via Shorevest Capital Partners, Ltd. | |
| Yu, Chen | Legal Counsel | Feb 2019 (8y) | Less than 5% | |
| Chang, Michael | Chief Compliance Officer & Chief Operating Officer | May 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Shorevest Capital Partners, Ltd. | Sole Shareholder | Aug 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fanger, Benjamin, W.: 25% – 50% of Shorevest Capital Partners, Ltd. × 75% – 100% direct ≈ 18.75% – 50% 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 (2, $121M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Shorevest Distressed Credit, L.P. | Hedge Fund | $86.4M | $2.5M | 17 |
| Shorevest Credit Opportunities Ii, L.P. | Hedge Fund | $34.4M | $2.5M | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.72 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗