Shorebird Capital, Lp
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Byron Lucien Fields | Co Ceo | Jul 2016 (10y) | ≈ 37.5% – 75% via Titleist Asset Management, Llc | |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Joe Ben O'banion | Co Ceo | Apr 2023 (3y) | ≈ 18.75% – 50% via Titleist Asset Management, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Titleist Asset Management, Llc | Limited Partner | Apr 2023 | A | 75% or more |
| Shorebird Capital Gp, Llc | The General Partner | Jul 2016 | A | Less than 5% |
| Titleist Asset Management, Llc | Owner | Feb 2018 | B | ≈ 0% – 5% via Shorebird Capital Gp, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Byron Lucien Fields: 50% – 75% of Titleist Asset Management, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Joe Ben O'banion: 25% – 50% of Titleist Asset Management, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Titleist Asset Management, Llc: 75% – 100% of Shorebird Capital Gp, 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: WITHOUT ADMITTING OR DENYING THE FINDINGS, THE FIRM CONSENTED TO THE SANCTION AND TO THE ENTRY OF FINDINGS THAT IT FAILED TO REPORT TO TRACE TRANSACTIONS IN TRACE ELIGIBLE BONDS WITHIN 15 MINUTES OF THE TIME OF EXECUTION. THE FINDINGS STATED THAT IN ADDITION, THE FIRM REPORTED INACCURATE EXECUTION TIMES FOR THE TRANSACTIONS. THE TRANSACTIONS WERE REPORTED FROM ONE MINUTE TO 15 DAYS LATE. Status: Final Sanction Detail: THE FIRM WAS FINED $5,000. Summary: AWC ON 12/04/2015
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Firm reports it does not have 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) ↗