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Current Employers
Titleist Asset Management, Llc

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-17
  • TX RA
    APPROVED
    Since 2023-04-17

Branch Locations

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

2301 S Capital Of Texas Hwy Suite J-101, Austin, TX 78746 • United States

Shorebird Capital, Lp

777 E. Sonterra Blvd. Suite 330, San Antonio, TX 78258 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-25
  • TX RA
    APPROVED
    Since 2022-03-25

Branch Locations

777 E. Sonterra Blvd. Suite 330, San Antonio, TX 78258 • United States

2301 S Capital Of Texas Hwy Suite J-101, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Titleist Capital, Llc Austin TX 01/2003 Present
Shorebird Capital, Lp San Antonio TX 11/2016 Present
Titleist Asset Management, Llc Austin TX 08/2022 Present
Previous Registrations
Other Businesses

Palmetto Holdings - 2301 South Capital of Texas Highway, Suite J-101, Austin, Texas 78746. Activity began in 10/2016 and is non-investment related. Spend approximately one hour/month and zero hours during trading hours. Palmetto acts as the holding company for a building. I hold a limited partner interest in this activity. Shorebird Capital GP, LP - 777 E. Sonterra Blvd., Ste. 330, San Antonio, Texas 78258. Anticipate 11/2016 start date. Investment related. Member of the General Partner to Shorebird Capital, LP., a limited partnership and investment manager to Shorebird Ibis Fund, LP. Portfolio Manager to the fund. Spend approximately sixty hours/month to the activity and forty hours/month during securities trading hours. Titleisit Capital, LLC Broker Dealer Managing Partner Since 01/2003 Investment Related Titleist Asset Management, LLC Investment Adviser Managing Partner Since 08/2022 Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-31
  • S66 Uniform Combined State Law Examination
    2000-07-31

View on SEC IAPD

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