Single Family OfficeRIA · CRD 290121SEC-Registered

Updated:

SHOREBIRD, LLC

SHOREBIRD, LLC is an SEC-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $2 million in regulatory assets. It has 1 employee...

SHOREBIRD, LLC

SHOREBIRD, LLC is an SEC-registered investment adviser in NEWPORT BEACH, CA. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at Shorebird, LLC?

The firm does not publicly disclose its investment committee or principals. As a single-family office, investment decisions are likely made by a small team of trusted advisors and family representatives, but no named individuals have been identified in public records.

What investment stages does Shorebird typically target?

Shorebird targets direct deals and co-investments across private credit, real estate, and infrastructure. The firm shows a preference for stable, cash-flowing assets and long-term holds, rather than early-stage or venture investments.

Does Shorebird participate in fund commitments or only direct deals?

Shorebird engages primarily in direct investments and co-investments alongside institutional partners. There is no public evidence of it committing to traditional pooled funds; its structure favors bespoke, direct allocations.

Which sectors does Shorebird explicitly avoid?

The firm does not publicly disclose a list of avoided sectors. Based on its disclosed focus on private credit, real estate, and infrastructure, it likely avoids high-growth venture, public equities, and speculative assets.

Is Shorebird structured as a single family office or does it operate more like a private equity firm?

Shorebird operates as a single-family office, managing wealth for a specific family. It does not market itself as a private equity or asset management firm, though its investment activities overlap with direct private equity and credit strategies.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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