An Independent Fiduciary, Advisor & Asset Manager  

Shorebreak Capital is a fee-based asset management and investment advisory firm structured as a Registered Investment Advisor (RIA). TD Ameritrade / Charles Schwab Institutional are the firm’s primary custodians.

Shorebreak Capital has experience investing across a wide spectrum of asset classes, investment strategies, market sectors, market cycles and industries. This spectrum includes, but is not limited to, domestic and foreign equity and debt securities, fixed-income, CLOs, mortgage-backed securities, commodities, commercial real estate, private equity and crypto currencies.

Investment Approach & Philosophy

Risk Management & Diversification:

Shorebreak Capital’s first priority is preservation of capital generated through strict risk management protocols and strategic diversification among fixed-income, domestic and foreign equities, sectors, sub-sectors and otherasset classes.

Capturing Growth & Market Opportunities

Shorebreak Capital has an edge in the markets with proven proprietary models and trading systems developed by Bryan Bourgeois. These models and trading systems tilt the risk-adjusted return odds in our favor. By consistently monitoring the global financial markets to uncover opportunities and potential risks through our proprietary systems, we have been successful in delivering strong and consistent returns with minimum drawdown exposure for our clients.

Customized Asset Allocation:

We offer customized managed accounts according to each client’s goals and objectives.

Firm History

Bryan Bourgeois

Chief Investment Office &
Principal of Shorebreak Capital.

Shorebreak Capital, LLC., a Registered Investment Advisor, was founded in 2016 by Bryan Bourgeois, Principal / CIO. Bryan started working in the industry during and after graduating from The University of Texas at Austin in 2003. In 2005, Bryan set up is own independent investment firm, Blue Pacific Wealth Management, Inc. To better navigate global markets and improve returns while reducing risk, Bryan successfully developed a proprietary global macro modeling and trading system in 2007. In 2016, Bryan set up Shorebreak Capital, LLC., to provide fiduciary and fee-based services and launch Shorebreak Capital’s Global Macro Hedge Fund.

Advisory Fees & Compensation

The firm’s annual advisory rate from $500,000—$5,000,000 is 1%. The firm’s account minimum is $500,000.

The advisory fee is reduced for accounts exceeding $5,000,000.