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SHAYNE & JACOBS, LLC
CRD 109423 · SEC 801-56424
4015 HILLSBORO PIKE, SUITE 203, NASHVILLE, TN, 37215-2776, United States
Phone
615/250-1600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$429.5M
Discretionary AUM
$429.5M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $9.5M |
| High net worth individuals | 137 | $375.1M |
| Corporations/business entities | 9 | $26.3M |
States served
AL, CA, IL, NY, TN
All web addresses on file
Official SEC filing: View on IAPD