E
East Shore Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
East Shore Investment Management LLC provides discretionary asset management and consulting services aimed at institutional investors and high‑net‑worth individuals, and it also offers model portfolio recommendations to other advisers. The firm concentrates on real estate securities—both publicly traded and non‑traded, across equity, debt and hybrid instruments—and currently reports no assets under management or active clients.
The investment process is grounded in fundamental analysis with continuous portfolio monitoring and rebalancing as market conditions change. East Shore’s strategy set includes long‑ and short‑term trading and explicitly contemplates the use of leverage and derivatives (short sales, margin transactions, and options); because of its specialized portfolio construction, it generally does not permit client‑imposed security restrictions.
Distinguishing features relative to many peers include the combination of a focused real‑estate‑securities mandate with active use of short sales, margin and options, and the firm’s offering of model portfolios to other advisers. The firm is owned by HV Capital LLC, maintains a written code of ethics and allocation policies to address personal trading conflicts, does not participate in wrap programs, and currently operates with a single advisory principal and no client accounts.
Client services
Portfolio management
Expertise
Real estate investing
Options & derivatives strategies
Fee options
1.00% annually
Main office location
East Shore Investment Management LLC
220 Montgomery Street, Suite 691
San Francisco CA 94104, United States
Number of offices
1
Most active in
East Shore Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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