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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

SHOREBRIDGE CAPITAL MANAGEMENT, LLC

CRD 290660

SUMMIT, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65fa3af6-866d-22a2-ea8d-2a057dc7f729

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 1
Observed: Dec 12, 2017 to Mar 23, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Shorebridge Capital Management, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=5.0
Regulatory AUM: $735MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $735M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $735M
SEC number: 801-112289
CRD: 290660
Filings on the tape: 19
First filed: Dec 12, 2017
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, DE
Website: shorebridge.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SHOREBRIDGE POINT72 SELECT, LTD	Other Private Fund	$524M	May 15, 2024	128	Feb 28, 2018	reported	021-305267
SHOREBRIDGE POINT72 SELECT, LLC	Other Private Fund	$182M	May 15, 2024	101	Feb 28, 2018	reported	021-305262

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLAGDON, DOUGLAS, MILLS	Member	E	yes	03/2014	Dec 12, 2017	May 15, 2024
BLAGDON, DOUGLAS, MILLS	CEO/CCO	Na	yes	12/2017	Dec 12, 2017	May 15, 2024
SHOREBRIDGE CAPITAL PARTNERS, LLC	Member	E	yes	12/2017	Dec 12, 2017	May 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SHOREBRIDGE CAPITAL SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 23, 2026	$735M	$735M	5	5	2	n/a
2024	Mar 20, 2025	$702M	$702M	5	5	2	n/a
2023	Mar 22, 2024	$706M	$706M	6	6	2	$706M
2022	Mar 31, 2023	$669M	$669M	5	5	2	$669M
2021	Mar 31, 2022	$682M	$682M	6	5	2	$682M
2020	Mar 30, 2021	$694M	$694M	8	7	2	$694M
2019	Mar 30, 2020	$457M	$0	9	7	2	$457M
2018	Mar 20, 2019	$540M	$540M	7	4	2	$540M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$735M	$702M	4.6%	$669M	3.2%	5	5	0	0

Relationships

Advises (2)

→ SHOREBRIDGE POINT72 SELECT, LTDPrivate fundOther Private Fund, IA
Feb 28, 2018 to presentfactForm ADV
→ SHOREBRIDGE POINT72 SELECT, LLCPrivate fundOther Private Fund, IA
Feb 28, 2018 to presentfactForm ADV

Controls (2)

← BLAGDON, DOUGLAS, MILLSOwnerMEMBER, ownership code E, individual
Dec 12, 2017 to May 15, 2024factForm ADV
← SHOREBRIDGE CAPITAL PARTNERS, LLCOwnerMEMBER, ownership code E, domestic entity
Dec 12, 2017 to May 15, 2024factForm ADV

Dated events

Occurred
Mar 30, 2021
Regulatory AUM changed
Shorebridge Capital Management, Llc reported RAUM $694.2M, up 52% from $456.5M (2020-07-29 to 2021-03-30)
Form ADVobserved 4 days ago
$238M
Occurred
Mar 20, 2019
Regulatory AUM changed
Shorebridge Capital Management, Llc reported RAUM $540.3M, up 55% from $347.5M (2019-01-17 to 2019-03-20)
Form ADVobserved 4 days ago
$193M
Occurred
Dec 12, 2017
First Form ADV filing
Shorebridge Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65fa3af6-866d-22a2-ea8d-2a057dc7f729
First observed: Dec 12, 2017
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SHOREBRIDGE CAPITAL MANAGEMENT, LLC

CRD 290660

SUMMIT, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65fa3af6-866d-22a2-ea8d-2a057dc7f729

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:01 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SHOREBRIDGE POINT72 SELECT, LTD

Other Private Fund

$524M

May 15, 2024

128

Feb 28, 2018

reported

021-305267

SHOREBRIDGE POINT72 SELECT, LLC

Other Private Fund

$182M

May 15, 2024

101

Feb 28, 2018

reported

021-305262

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLAGDON, DOUGLAS, MILLS

Member

yes

03/2014

Dec 12, 2017

May 15, 2024

BLAGDON, DOUGLAS, MILLS

CEO/CCO

yes

12/2017

Dec 12, 2017

May 15, 2024

SHOREBRIDGE CAPITAL PARTNERS, LLC

Member

yes

12/2017

Dec 12, 2017

May 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SHOREBRIDGE CAPITAL SECURITIES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$735M

n/a

2024

Mar 20, 2025

$702M

n/a

2023

Mar 22, 2024

$706M

2022

Mar 31, 2023

$669M

2021

Mar 31, 2022

$682M

2020

Mar 30, 2021

$694M

2019

Mar 30, 2020

$457M

2018

Mar 20, 2019

$540M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$735M

$702M

4.6%

$669M

3.2%