Shorebridge Capital Management, Llc
- Regulatory AUM
- $735M
- Discretionary
- $735M
- Clients
- 2
- Avg AUM / client
- $368M
- Accounts
- 2
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $735M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $706M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Shorebridge Point72 Select, Ltd | Other Private Fund | Cayman Islands | $524M | 128 |
| Shorebridge Point72 Select, Llc | Other Private Fund | Delaware | $182M | 101 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blagdon, Douglas, Mills | Member | Mar 2014 (12y) | ≈ 56.25% – 100% via Shorebridge Capital Partners, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Shorebridge Capital Partners, Llc | Member | Dec 2017 | 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):
- Blagdon, Douglas, Mills: 75% – 100% of Shorebridge Capital Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% 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, $706M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Shorebridge Point72 Select, Ltd | Other Private Fund | $524M | $1.0M | 128 |
| Shorebridge Point72 Select, Llc | Other Private Fund | $182M | $1.0M | 101 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.33 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
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 23, 2026.
View current Form ADV (SEC/IAPD) ↗