SourcingSourcing

SHELLBACK CAPITAL, LP

C35
CRD 169642·SEC 801-78842·BOSTON, MA
AUM
$1.63B
$1B+
Est. Revenue
$16.3M
@ 1% on AUM
Est. EBITDA
$4.9M
@ 30% margin
Est. Deal Value
$39.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHELLBACK CAPITAL, LP
CRD
169642
SEC file #
801-78842
EIN
000000000
DBA names
—

Economics

AUM
$1.63B
AUM band
$1B+
AUM trajectory
'20'26
$1.52B → $1.63B▲ +7%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
10
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
shellback.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GORDON, DOUGLAS, ALAN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
GORDON, DOUGLAS, ALAN
HILSABECK, JONATHAN,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SHELLBACK.COM
Rdap Domain Creation Date
1999-01-24T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001596214
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2014-01-15
Edgar Last Filing Date
2026-01-09
Edgar Form D Count
13
Edgar Form D Offerings
2026-01-092026-01-09 · 0000902664-26-000115
2025-01-102025-01-10 · 0000902664-25-000120

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
Morgan Stanley5
E*trade4
Jpmorgan3
Edgar Addresses
Mailing
260 FRANKLIN STREET, SUITE 1901BOSTON, MA 02110
Business
260 FRANKLIN STREET, SUITE 1901BOSTON, MA 02110
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-09 · 0000902664-26-000115
D/A2025-01-10 · 0000902664-25-000120
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-01-24T05:00:00Z
Rdap Domain Last Changed
2025-11-25T07:24:29Z
Rdap Nameservers
Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2292552
Trust Company Affiliate
No

People (5)

5
GORDON, DOUGLAS, ALAN
Direct Owner · 37.5%
2292552
HILSABECK, JONATHAN,
Direct Owner · 37.5%
6269050
JABRO, DONALD, DEAN
Direct Owner · 37.5%
6269055
ALI, BRADFORD, ELLIOT
Executive Officer · 2.5%
6025784
SAMOSKA, JOHN
Executive Officer · 2.5%
5203768