SourcingSourcing

SHOREBIRD CAPITAL, LP

C34
CRD 285437·SEC 801-108512·SAN ANTONIO, TX
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHOREBIRD CAPITAL, LP
CRD
285437
SEC file #
801-108512
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
'20'23
$14.9M → $3.4M▼ -77%
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
SAN ANTONIO TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
shorebirdcap.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TITLEIST ASSET MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
TITLEIST ASSET MANAGEMENT, LLC
FIELDS, BYRON, LUCIEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SHOREBIRDCAP.COM
Rdap Domain Creation Date
2016-09-27T17:54:47Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-09-27T17:54:47Z
Rdap Domain Last Changed
2024-09-05T16:41:02Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
323567
Trust Company Affiliate
No

People (4)

4
TITLEIST ASSET MANAGEMENT, LLC
Direct Owner · 87.5%
323567
FIELDS, BYRON, LUCIEN
IAR · Executive Officer · 2.5%
4227890
O'BANION, JOE-BEN
Executive Officer · 2.5%
3030302
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963