Overview
Assets Under Management: $800 million
Headquarters: NORWOOD, MA
High-Net-Worth Clients: 175
Average Client Assets: $2 million
Frequently Asked Questions
SHOREPOINT CAPITAL PARTNERS 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 #152087), SHOREPOINT CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
SHOREPOINT CAPITAL PARTNERS LLC is headquartered in NORWOOD, MA.
SHOREPOINT CAPITAL PARTNERS LLC serves 175 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, SHOREPOINT CAPITAL PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
SHOREPOINT CAPITAL PARTNERS LLC manages $800 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, SHOREPOINT CAPITAL PARTNERS LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,107
Discretionary Accounts: 1,075
Non-Discretionary Accounts: 32
Regulatory Filings
CRD Number: 152087
Filing ID: 1934441
Last Filing Date: 2025-03-05 06:47:00
Website: https://shorepointpartners.com