Shelly Bay Capital LLC

   

Customized Non-Recourse Stock Loan Programs for Sophisticated Investors

Office: 646.281.1221

Fax: 516.627.5106

76 Plandome Court, Manhasset NY, 11030

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Stock Loans

 

As we mentioned earlier, non-recourse stock loans are one of the most creative and innovative strategies for accessing capital, diversifying assets, financing stock options executions offering liquidity through stock option loans, while postponing income taxes.  There are other hedging approaches available to investors, but they often incur taxable consequences while our stock loans provide excellent hedging protection while crediting 100% of upside growth in favor of our clients.

 

>  Terms & Conditions

 

Shelly Bay Capital’s stock loans are available for free trading and aged securities, individual restricted securities, corporate restricted treasury securities and stock option loans.

 

We make loans against stocks trading on any of the major U.S. exchanges including selected pink sheet stocks as well as many foreign exchanges.

 

Our minimum loan amount starts at $50,000 with no maximum amount.

 

There are no upfront costs or application fees.

 

Our standard term loan is three (3) years with a low fixed rate loan however other flexible terms are available on a case by case basis.

 

LTV criteria include market cap, share price, daily volume, stock volatility and historical price trends.  Large cap stocks can anticipate high LTV percentages up to 80% (occasionally higher), Mid Cap and Small Cap securities can expect more moderate LTV’s based on the above criteria.  Pink Sheet stocks and Bulletin Board stocks will be at the lower end of the spectrum due to price and volume prerequisites.

 

Proceeds can be used for any reason borrower desires except they can not be used to purchase securities on margin.

 

Loan End Resolution Options:

-Repay stock loan and receive 100% of pledged shares.
-Extend the term of the loan upon mutual agreement.
-Refinance the loan in the event of portfolio growth.
-Exercise Non-Recourse option and walk away from loan in the event of substantial decline in market value with no additional liability.

 

 

Stock loans can be written against free trading, aged and restricted stocks.  Large cap stock could expect high LTV’s while small cap, Bulletin Board and Pink Sheet stocks can expect more modest LTV’s.  All of our stock loans have no upfront costs or application fees and can usually close in 5 -7 business days.  Stock Option loan- We have also recently offered a stock option loan.  This loan is well suited for investors who are paid in part in company options.  Our stock option loan provides the investor the opportunity to diversify his portfolio without keeping such a heavy concentrate of company stock while still enjoying the growth potential.

 

Our stock loans afford quick access to untapped capital to hedge or diversify a porfolio. A stock option loan is available to avoid heavy concentrated positions.

 

 

 

Call for stock loan advice from these major cities:

Akron, Ohio
Albany, New York
Albuquerque, New Mexico
Alexandria, Virginia
Anaheim, California
Anchorage, Alaska
Ann Arbor, Michigan
Appleton, Wisconsin
Arlington, Texas
Aspen, Colorado
Atlanta, Georgia
Augusta, Georgia
Aurora, Colorado
Aurora, Illinois
Austin, Texas
Baltimore, Maryland
Baton Rouge, Louisiana
Bellingham, Washington
Bellevue, Washington
Beverly Hills, California
Binghamton, New York
Birmingham, Alabama
Boise, Idaho
Boston, Massachusetts
Buffalo, New York
Burbank, California
Burlington, Vermont
Canton, Ohio
Cedar Rapids, Iowa
Century City, California
Chandler, Arizona
Charlotte, North Carolina
Charlottesville, Virginia
Charleston, South Carolina
Chattanooga, Tennessee
Chicago, Illinois
Chula Vista, California
Cincinnati, Ohio
Cleveland, Ohio
Columbus, Ohio
Corpus Christi, Texas
Covington, Kentucky
Dallas, Texas
Dayton, Ohio
Dearborn, Michigan
Denver, Colorado
Des Moines, Iowa
Detroit, Michigan
Dothan, Alabama
Duluth, Minnesota
Durham, North Carolina
El Paso, Texas
Escondido, California
Eugene, Oregon
Evanston, Illinois
Evansville, Indiana
Fort Wayne, Indiana
Ft. Lauderdale, Florida
Ft. Myers, Florida
Garden Grove, California
Garland, Texas
Glendale, California
Grand Rapids, Michigan
Grandville, Michigan
Green Bay, Wisconsin
Greensboro, North Carolina
Greenville, South Carolina
Greenwich, Connecticut
Harrisburg, Pennsylvania
Hartford, Connecticut
Hialeah, Florida
Hoboken, New Jersey
Hollywood, California
Hollywood, Florida
Honolulu, Hawaii
Houston, Texas
Huntington Beach, California
Indianapolis, Indiana
Irvine, California
Jackson, Mississippi
Jacksonville, Florida
Kalamazoo, Michigan
Kansas City, Missouri
King of Prussia, Pennsylvania
Knoxville, Tennessee
La Jolla, California
Lakewood, Colorado
Lancaster, Pennsylvania
Lansing, Michigan
Las Vegas, Nevada
Lexington, Kentucky
Little Rock, Arkansas
Long Beach, California
Los Angeles, California
Louisville, Kentucky
Lubbock, Texas
Madison, Wisconsin
Manchester, New Hampshire
Martha's Vineyard, Massachusetts
McLean, Virginia
Memphis, Tennessee
Mesa, Arizona
Miami, Florida
Milwaukee, Wisconsin
Mobile, Alabama
Monterey, California
Montgomery, Alabama
Montvale, New Jersey
Morgantown, West Virginia
Mountain View, California
Muskegon, Michigan
Myrtle Beach, South Carolina
Napa Valley, California
Nashville, Tennessee
New Haven, Connecticut
New Orleans, Louisiana
New York City, New York
Newark, New Jersey
Newport Beach, California
Newport News, Virginia
Norfolk, Virginia
Oakland, California
Oceanside, California
Ogden, Utah
Oklahoma City, Oklahoma
Orlando, Florida
Omaha, Nebraska
Orange County, California
Palm Beach, Florida
Palm Harbor, Florida
Palm Springs, California
Palo Alto, California
Pasadena, California
Pensacola, Florida
Philadelphia, Pennsylvania
Pittsburgh, Pennsylvania
Phoenix, Arizona
Plano, Texas
Pomona, California
Portland, Maine
Portland, Oregon
Princeton, New Jersey
Raleigh, North Carolina
Reno, Nevada
Richmond, Virginia
Roanoke, Virginia
Rochester, Minnesota
Rochester, New York
Rockville, Maryland
Saginaw, Michigan
Sacramento, California
Salt Lake City, Utah
San Antonio, Texas
San Diego, California
San Francisco, California
San Juan, Puerto Rico
San Jose, California
Santa Ana, California
Santa Barbara, California
Santa Clara, California
Santa Fe, New Mexico
Santa Monica, California
Sarasota, Florida
Savannah, Georgia
Scottsdale, Arizona
Scranton, Pennsylvania
Seattle, Washington
Sioux City, Iowa
South Bend, Indiana
Spokane, Washington
Springfield, Illinois
Springfield, Massachusetts
St. Louis, Missouri
St. Paul, Minnesota
St. Petersburg, Florida
Stamford, Connecticut
Syracuse, New York
Tacoma, Washington
Tallahassee, Florida
Tampa, Florida
Telluride, Colorado
Tempe, Arizona
Thousand Oaks, California
Troy, Michigan
Toronto Canada
Torrance, California
Tulsa, Oklahoma
Tucson, Arizona
Warren, Michigan
Washington, (DC) District of Columbia
Wayne, Pennsylvania
West Palm Beach, Florida
Wichita, Kansas
Wilkes- Barre, Pennsylvania
Williamsburg, Virginia
Wilmington, North Carolina
Winston-Salem, North Carolina
Worcester, Massachusetts
York, Pennsylvania
Youngstown, Ohio