Shorebird Capital, LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shorebird Capital, LP provides model portfolio strategies to third‑party investment platforms, primarily offering six model portfolios via the SMArtX platform. The firm does not manage advisory client assets directly, does not take custody of client assets, and does not participate in wrap fee programs.
Investment decisions combine fundamental, technical, and quantitative analysis with a Rules Based Investing (RBI) Total Return System that uses the FTSE Global All Cap Index as the Global Equity Model and constructs fixed‑income exposure as a short‑term three‑year U.S. Treasury ladder. Portfolios are built by pairing tilted equity exposures with fixed‑income allocations across five RBI risk profiles, with monthly tilt reviews and quarterly (or 4% deviation) rebalances.
The brochure discloses several features that are uncommon among supported firms: Shorebird is affiliated with a broker‑dealer (Titleist Capital, LLC) and with another registered adviser (Titleist Asset Management, LLC), and an affiliate broker‑dealer was fined by FINRA for late and inaccurate TRACE reporting. The firm’s business model—distributing models to a platform rather than serving individual or high‑net‑worth clients directly—and its use of solicitor referral arrangements distinguish its operational and client‑base profile from most peers.
Client services
Expertise
Main office
777 E. Sonterra Blvd., Suite 330
San Antonio TX 78258
Advisors at this office
1
Most active in
California · Texas
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