Private EquityRIA · CRD 317255SEC-RegisteredPrivate Fund Adviser

Updated:

Shorewind Capital

Shorewind Capital is an SEC-registered investment adviser in San Francisco, CA, registered since 2024. It is eager to serve clients.

Shorewind Capital logo

Shorewind Capital

Shorewind Capital is an SEC-registered investment adviser in San Francisco, CA, registered since 2024. It is eager to serve clients.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Burlingame

Corporate office

Burlingame, CA, United States

Principals

David Rubenstein

Anchor

Jake Poliskin

Team Member

Nick Fragnito

Team Member

Andrew Rubenstein

Team Member

Frequently asked questions

Who anchors Shorewind Capital and what role does that person play?

David Rubenstein, co-founder and co-chairman of The Carlyle Group, is listed by the firm as its anchor. The firm's website does not specify his operational day-to-day role, but his name provides a direct link to deep institutional private equity experience and networks. This anchoring structure separates Shorewind from venture firms lacking a marquee name with Carlyle's scale and history.

What investment stages does Shorewind Capital typically target?

Shorewind provides capital to early-stage companies, with its website indicating participation in seed and start-up rounds. The firm does not publicly detail whether it leads or follows in rounds. Its focus remains on companies it believes show massive cultural and technical potential, without publishing a specific check-size range.

Does Shorewind Capital publicly disclose its assets under management or portfolio companies?

No. The firm has not published an AUM figure, total deployment amount, or a list of current portfolio companies. Its website features a single, unnamed 'featured portfolio' section that does not currently identify a specific company, making third-party verification of its investments difficult.

How does Shorewind Capital source its deals?

Shorewind invites applications for funding, partnerships, and investment directly through its website and a general email address. The firm's connection to David Rubenstein likely provides additional, non-public sourcing channels through private equity networks. However, no formal sourcing methodology or proprietary origination program is publicly described.

Is Shorewind Capital structured as a family office or a traditional venture firm?

The firm is structured as an asset manager with a private equity focus, anchored by David Rubenstein. It does not identify as a single-family office or multi-family office, nor does it publicize a standard venture fund structure. The lack of disclosed commingled fund vehicles suggests it may operate more like a principal investment office, but the firm has not clarified this publicly.

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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