S
Shorestown Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm is a fee-only registered investment adviser that offers investment management and financial planning services to institutions, pooled vehicles, and individual/high-net-worth clients, including ongoing advice for held-away accounts. In its initial Form ADV filing the firm is newly formed and reports no assets under management and no clients.
The firm’s investment process is grounded in modern portfolio theory and emphasizes strategic asset allocation and passive investment vehicles, while also advising on alternatives and cryptocurrency exposure when appropriate. It offers discretionary management for accounts, monitors held-away investments as part of its client oversight, and states a long-term, low‑turnover approach intended to reduce the need for intraday intervention.
Notable differences from many peers include the principal’s substantial outside investment role, which the brochure discloses as occupying a significant portion of professional time and is managed through policy safeguards and periodic internal reviews. The firm also discloses operational choices—reliance on an institutional custodial platform for research and services, a policy of trading client accounts individually rather than block aggregating, and not voting client proxies—that may affect how services are delivered compared with other managers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Fee-only: Fee-only firm, compensated solely by its Clients; no commissions or sales-related compensation.
Main office location
Shorestown Partners LLC
1 Sansome Street, Suite 1400
San Francisco CA 94104, United States
Number of offices
1
Most active in
Shorestown Partners LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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.
Forms ADV
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