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SHOREBREAK CAPITAL, LLC
CRD 283921
2513 DE SOTO DR., AUSTIN, TX, 78733, United States
Phone
5122031905
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.0M
Discretionary AUM
$21.0M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $17.0M |
| High net worth individuals | 3 | $4.0M |
All web addresses on file
Official SEC filing: View on IAPD