AUMdb

Shorecliff Asset Management Company Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 324111 · SEC file 801-128115 · Newport Beach, CA · www.shorecliffam.com
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
$1.4B
Discretionary
$1.4B
Clients
3
Avg AUM / client
$471M
Accounts
3
Employees
14

AUM over time

$152M $1.4B
May 5, 2023 Mar 27, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 3 $1.4B 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $713M combined gross assets

FundTypeDomicileGross assetsOwners
Shorecliff Pacific Lp Hedge Fund Delaware $713M 6

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Bellias, Mark, Andrew Chief Operating Officer, Chief Compliance Officer Nov 2022 (4y) Less than 5%
Nachman, Grant, Norden Owner Shorecliff Point Llc Nov 2022 (4y) ≈ 42.19% – 100% via Shorecliff Point Llc

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Shorecliff Holdings Llc Managing Member Feb 2023 A 75% or more
Shorecliff Point Llc Managing Member Feb 2023 B ≈ 56.25% – 100% via Shorecliff Holdings Llc

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Nachman, Grant, Norden: 75% – 100% of Shorecliff Point Llc × 75% – 100% of Shorecliff Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
  • Shorecliff Point Llc: 75% – 100% of Shorecliff Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $713M gross assets)

FundTypeGross assetsMin. investmentOwners
Shorecliff Pacific Lp Hedge Fund $713M $10.0M 6

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 1.51 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.

View current Form ADV (SEC/IAPD) ↗