East Shore Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
East Shore Investment Management LLC provides discretionary asset management and consulting services aimed at institutional investors and high‑net‑worth individuals, and it also offers model portfolio recommendations to other advisers. The firm concentrates on real estate securities—both publicly traded and non‑traded, across equity, debt and hybrid instruments—and currently reports no assets under management or active clients.
The investment process is grounded in fundamental analysis with continuous portfolio monitoring and rebalancing as market conditions change. East Shore’s strategy set includes long‑ and short‑term trading and explicitly contemplates the use of leverage and derivatives (short sales, margin transactions, and options); because of its specialized portfolio construction, it generally does not permit client‑imposed security restrictions.
Distinguishing features relative to many peers include the combination of a focused real‑estate‑securities mandate with active use of short sales, margin and options, and the firm’s offering of model portfolios to other advisers. The firm is owned by HV Capital LLC, maintains a written code of ethics and allocation policies to address personal trading conflicts, does not participate in wrap programs, and currently operates with a single advisory principal and no client accounts.
Client services
Expertise
Fee options
1.00% annually
Main office
220 Montgomery Street, Suite 691
San Francisco CA 94104
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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