SHORE CAPITAL PARTNERS other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm


Number of Employees:

144 23.08%

of those in investment advisory functions:

60 5.26%


Registration:

SEC, Approved, 7/27/2018

Other registrations (1)
AUM:

3,982,939,857 38.30%

of that, discretionary:

3,982,939,857 38.30%

Private Fund GAV:

3,982,939,860 38.26%

Avg Account Size:

159,317,594 10.64%


SMA’s:

NO

Private Funds:

25 5

Contact Info

312 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 823M 411M
2018 2019 2020 2021 2022 2023

Recent News

Markets caught in 'self-defeating feedback loop' with Fed on inflation as June CPI looms
07/11/2023

A year ago, Gang Hu, an inflation trader at New York hedge fund WinShore Capital ... so arguably could sustain higher fed funds rates," he said.

Morningstar

Why these top traders are betting on good inflation news in the months ahead | Morningstar
06/23/2023

Gang Hu, an inflation trader at New York hedge fund WinShore Capital Partners, said that the fixings market is implying "a roughly 2.5%" core CPI ...

Morningstar

Top 5 3rd Quarter Trades of South Shore Capital Advisors
10/17/2022

Related Stocks: USFR, IUSG, DXJ, IEFA, XLU,

gurufocus.com

Shore Capital Chases Add-Ons for Food Platforms in Latest Fund - The Deal
09/23/2022

The firm, which closed its $290 million second food and beverage fund last week, ... private equity, hedge funds and the firms that serve them.

thedeal.com

South Shore Capital Advisors Buys 3, Sells 2 in 2nd Quarter
07/18/2022

Related Stocks: USFR, ETSY, IXC, IUSG, MRK,

gurufocus.com

'Inflation is going to be stickier than most people imagine': Inside the obscure market ... - MarketWatch
07/08/2022

... working for big firms like PIMCO and Credit Suisse before starting his own New York hedge fund, WinShore Capital Partners.

Market Watch


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 25 $3,982,939,860

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Private Funds



Employees




Brochure Summary

Overview

SCP is an investment adviser focused on managing private equity funds. SCP is the investment adviser to Shore Capital Partners Fund I, L.P. (the “SCP Fund I”), Shore Capital Partners Fund I- A, L.P. (the “SCP Fund I-A”), Shore Capital Partners Fund II, L.P. (the “SCP Fund II”), Shore Capital Partners Fund II-A, L.P. (the “SCP Fund II-A”), Shore Capital Healthcare Partners Fund III, L.P. (the “SCP HC Fund III”), Shore Capital Healthcare Partners Fund III-A, L.P. (the “SCP HC Fund III-A”), Shore Capital Food & Beverage Partners Fund I, L.P. (the “SCP FB Fund I”), Shore Capital Food & Beverage Partners Fund I-A, L.P. (the “SCP FB Fund I-A”), Shore Capital Real Estate Partners Fund I, L.P. (the “SCP RE Fund I”), Shore Capital Healthcare Partners Fund IV, L.P. (the “SCP HC Fund IV”), Shore Capital Healthcare Partners Fund IV-A, L.P. (the “SCP HC Fund IV-A”), Shore Capital Healthcare Partners Fund V, L.P. (“SCP HC Fund V”), Shore Capital Healthcare Partners Fund V-A, L.P. (“SCP HC Fund V-A”), Shore Capital Healthcare Partners Fund V-B, L.P. (“SCP HC Fund V-B”), Shore Capital Business Services Fund I, L.P. (the “SCP BS Fund I”), Shore Capital Business Services Fund I-A, L.P. (the “SCP BS Fund I-A”), Shore Capital Food & Beverage Partners Fund II, L.P. (the “SCP FB Fund II”), Shore Capital Food & Beverage Partners Fund II-A, L.P. (the “SCP FB Fund II-A, L.P.), Shore Capital Partners Fund IV, L.P. (the “SCP Pre-Fund IV”), Shore Capital Industrial Partners Fund I, L.P. (“SCP IND Fund I”), Shore Capital Industrial Partners Fund I-A, L.P. (“SCP IND Fund I-A”), and Shore Capital Industrial Partners Fund I-B, L.P. (“SCP IND Fund I-B”) (each a “Fund” and collectively, the “Funds”). SCP also advises SVP-B Holdings, LLC and SCP SVP Long Term Holdings, LLC, two entities that invest in a single investment platform, SVP Holdings, LLC (“SVP”), as described further herein. SCP also advises BV Long Term Holdings, LLC, an entity that invests in a single investment platform, BrightView 2.0 Holdings, LLC (“BV”) as described further herein. Except where otherwise noted herein, references to the “Funds” in this brochure also include such entities, but not SVP or BV themselves. SCP affiliates serve as general partner to the Funds. Shore Capital Partners GP I, L.P. (“SCP GP I”), serves as the general partner to the SCP Fund I and SCP Fund I-A, Shore Capital Partners GP II, L.P. (“SCP GP II”) serves as the general partner to SCP Fund II and SCP Fund II-A, Shore Capital Healthcare Partners GP III, L.P (“SCP HC GP III”) serves as the general partner to SCP HC Fund III and SCP HC Fund III-A, Shore Capital Food & Beverage Partners GP I, L.P (“SCP FB GP I”) serves as the general partner to SCP FB Fund I and SCP FB Fund I-A, Shore Capital Real Estate Partners GP I, L.P (“SCP RE GP I”) serves as the general partner to SCP RE Fund I, Shore Capital Healthcare Partners GP IV, L.P. (“SCP HC GP IV”) serves as the general partner to SCP HC IV and SCP HC IV-A, Shore Capital Healthcare Partners GP V, L.P. (“SCP HC GP V”) serves as the general partner to SCP HC V, SCP HC V-A, and SCP HC V-B, Shore Capital Business Services Partners GP I, L.P. (“SCP BS GP I”) serves
as the general partner to SCP BS Fund I and SCP BS Fund I-A, Shore Capital Food & Beverage Partners GP II, L.P. (“SCP FB GP II”) serves as the general partner to SCP FB II and SCP FB II-A, Shore Capital Partners GP IV, L.P. (“SCP GP IV”) serves as the general partner to SCP Pre-Fund IV, Shore Capital Industrial Partners GP I, L.P. (“SCP IND GP I”) serves as the general partner to SCP IND Fund I, SCP IND Fund I-A, and SCP IND Fund I-B, Shore Capital UGP I, LLC serves as the general partner to SCP SVP Long Term Holdings, LLC and BV Long Term Holdings, LLC, SCP SVP Long Term Holdings, LLC serves as the general partner to SVP-B Holdings, LLC, and Shore Capital Real Estate Partners GP II, L.P. serves as the general partner of a Fund which has not yet, as of the date of hereof, had a final closing (each a “General Partner” and collectively, the “General Partners”). The primary purpose of the Funds is to seek to generate returns for their respective partners, principally through long term capital appreciation, by making, holding and disposing of primarily privately negotiated control equity and equity-related investments in the lower middle market and middle market healthcare services, healthcare products/devices, payor services, and distribution markets, companies in the food and beverage lower middle market and middle market, companies in the business services lower middle market and middle market, real estate properties in select markets, and industrial products and services. The Company has full discretionary authority with respect to investment decisions, and its advice with respect to the Funds is tailored according to the investment objectives, guidelines, and requirements as set forth in each Fund’s respective offering memoranda and advisory agreement. The Company may enter into agreements with one or more investors which have the effect of altering or supplementing the terms of the offering to the specific investor. Any terms contained in such agreements to or with an investor shall govern with respect to such investor notwithstanding the provisions of the Fund’s governing documentation, but for the avoidance of doubt, such arrangements generally do not and will not create an adviser-client relationship between the Company and any investor. Among other things, terms generally include Fund Advisory Board membership, additional notification provisions, UBTI restrictions, and most- favored nation provisions. Under certain circumstances, these agreements could create preferences or priorities for such investors compared to other limited partners. SCP is a Delaware limited partnership that was formed and began operating in 2009. SCP is owned by JRI Investment I, LLC, which is wholly owned by Justin Ishbia, Managing Partner. SCP manages the Funds. As of December 31, 2023, the Company managed approximately $3,982,939,857 of regulatory assets under management on a discretionary basis for the Funds. The SVP and BV platforms to which SCP provides business and operational consulting services have an aggregate value of $2,950,853,648.