Shoals Capital Management L.P. (Arlington)

Shoals Capital Management L.P. is a large advisory firm based in Arlington. It manages $534.72 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Virginia.

Shoals Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shoals Capital Management: assets under management

The assets under management (AUM) of Shoals Capital Management L.P. is $534.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 234% since the beginning of its operation, and $223.41 million of the total AUM is attributable to clients outside of the United States.

The firm manages $534.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.24 million each.

Shoals Capital Management has custody of $534.72 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shoals Capital Management L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Shoals Capital Management serves?

The only and largest group of clients of Shoals Capital Management is pooled investment vehicles with 3 clients and $534.72 million of assets under management. Among the 7 most similar advisory firms, Shoals Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $534.72 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Shoals Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $50,000 for each fund.

Careers at Shoals Capital Management L.P.

The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in Arlington

The principal office where Shoals Capital Management L.P. performs its advisory services is located at 1010 N Glebe Rd, Suite 730, Arlington, VA 22201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-763-0925. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at shoalscapital.com.

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