Overview
Assets Under Management: $147 million
Headquarters: PARK CITY, UT
High-Net-Worth Clients: 20
Average Client Assets: $4.1 million
Frequently Asked Questions
SHOREPATH CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286125), SHOREPATH CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
SHOREPATH CAPITAL MANAGEMENT LLC is headquartered in PARK CITY, UT.
SHOREPATH CAPITAL MANAGEMENT LLC serves 20 high-net-worth clients according to their SEC filing dated February 23, 2025. View client details ↓
According to their SEC Form ADV, SHOREPATH CAPITAL MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SHOREPATH CAPITAL MANAGEMENT LLC manages $147 million in client assets according to their SEC filing dated February 23, 2025.
According to their SEC Form ADV, SHOREPATH CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.54%
Average Client Assets: $4.1 million
Total Client Accounts: 21
Discretionary Accounts: 21
Regulatory Filings
CRD Number: 286125
Filing ID: 1941580
Last Filing Date: 2025-02-23 11:01:00