SHOALS CAPITAL MANAGEMENT LP

HTTP://WWW.SHOALSCAPITAL.COM ARLINGTON, VA Investment Advisor How do I update this listing?

Shoals Capital Management is based out of Arlington. Shoals Capital Management is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $512,246,556 (Form ADV from 2019-01-11). Their last reported 13F filing for Q4 2018 included $188,977,000 in managed 13F securities and a top 10 holdings concentration of 86.81%. Shoals Capital Management's largest holding is Century Communities Inc with shares held of 1,445,000. Whalewisdom has at least 2 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 5.03%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SHOALS CAPITAL
Classified as Hedge Fund
1010 N GLEBE RD, SUITE 730
ARLINGTON VA    22201
Country: United States

Business Phone: 703-763-0925
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 8
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 512,247,000
Total Number of Clients: 3
Amount of client funds and securities by related persons: 512,247,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

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SHOALS CAPITAL MANAGEMENT L.P.

ownership team - last updated 2017-12-14
Name Title Start Date Direct/Indirect % Ownership
HINKLE, JEFFREY, MICHAEL CIO & MANAGING PARTNER 01/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
SHOALS CAPITAL MANAGEMENT L.P. CIO & MANAGING PARTNER direct 2017-01-01
POGGI, GABRIEL, J SENIOR MANAGING DIRECTOR & PARTNER 01/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SHOALS CAPITAL MANAGEMENT L.P. SENIOR MANAGING DIRECTOR & PARTNER direct 2017-01-01
TURNER, MICHAEL, BRIAN SENIOR MANAGING DIRECTOR & PARTNER 12/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SHOALS CAPITAL MANAGEMENT L.P. SENIOR MANAGING DIRECTOR & PARTNER direct 2017-12-01
WATERHOUSE, RAYMOND, ALBERT COO/CFO/CCO & PARTNER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DEERFIELD CAPITAL MANAGEMENT LLC MANAGING DIRECTOR & CHIEF CREDIT AND COMPLIANCE OFFICER direct 1996-12-01 2003-03-26
MAGNITUDE CAPITAL, LLC DIRECTOR OF OPERATIONS, CHIEF COMPLIANCE OFFICER direct 2004-05-01 2015-08-17
LOGAN, STEPHEN, MICHAEL HEAD OF TRADING & PARTNER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SHOALS CAPITAL MANAGEMENT L.P. HEAD OF TRADING & PARTNER direct 2017-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SHOALS FINANCIALS OPPORTUNITY MASTER FUND, LP Cayman Islands 805-1590468692 Hedge Fund 0 50,000 Master Fund

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