SHOREBIRD, LLC

SHOREBIRD, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 290121). Regulatory assets under management: $1.8M.

Registration

• CRD: 290121
• Type: Registered investment adviser
• Location: 2459 EASTBLUFF DRIVE, NEWPORT BEACH, CA, 92660
• Phone: 951-216-9355
• Latest filing: 2026-03-03
• Regulatory AUM: $1.8M
• Non-discretionary AUM: $1.8M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290121 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search