Blue Shores Capital Management LLC is a mid-sized advisory firm based in Boca Raton. It manages $25.51 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2014.
Blue Shores Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Blue Shores Capital Management LLC is $25.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25509467% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Blue Shores Capital Management LLC 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.
Kevin Alan Bush has been acting as President since 1 Dec 2015. Michael Andrew Fleming joined the executive team most recently as the Chief Executive Officer And Chief Compliance Officer.
The principal office where Blue Shores Capital Management LLC performs its advisory services is located at 5002 T Rex Avenue, Boca Raton, FL 33431, 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 561-912-1040 or by fax 561-912-1090. The normal business hours are 8 am-5 pm on Monday - Friday.