SHOREPOINT CAPITAL PARTNERS LLC
Latest filing: Mar 05, 2025 (118 days ago)
AUM
$800,493,148
9% change vs. 1 year ago
70% change vs. 3 years ago
121% change vs. 5 years ago
281% change vs. 10 years ago
Employee Count
10
0% change vs. 1 year ago
43% change vs. 3 years ago
25% change vs. 5 years ago
150% change vs. 10 years ago
Main Office
NORWOOD, MA
220 NORWOOD PARK SOUTH, NORWOOD, MA, UNITED STATES, 2062
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.1 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.7 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 208 | $0.3 |
| Average Individual AUM | $1,508,232 | |
| HNW | 175 | $0.4 |
| Average HNW AUM | $2,403,709 | |
| Retail Total | 383 | $0.7 |
| Average Retail AUM | $1,917,392 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.4 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.8 |
| Retail SMA AUM | $0.7 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 60% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 29% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.1 |
| Other | 4% | $0.0 |
| Total | 100% | $0.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY VANECH | NORWOOD | MA | S63|1995-12-11|S66|2000-07-05 | ||||||
| CHRISTOPHER STUART | NORWOOD | MA | S63|1999-08-12|S66|2014-01-31 | CHARTERED FINANCIAL ANALYST | |||||
| RAND FOLTA | NORWOOD | MA | S63|2000-03-30 | CHARTERED FINANCIAL ANALYST | |||||
| LAURA GUSTAFSON | NORWOOD | MA | S65|2006-08-21|S66|2011-10-13|S63|2017-09-22 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| LUIS RAPOSO | NORWOOD | MA | S63|1995-01-26 | CHARTERED FINANCIAL ANALYST | |||||
| ASHLEY LAREAU | NORWOOD | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| ERICA JONASSON | NORWOOD | MA | CERTIFIED FINANCIAL PLANNER | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.8 | $0.0 | 0% | 10 | 0 | 0% |
| 2025-04-21 | $0.8 | $0.0 | 0% | 10 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.1 | 9% | 10 | 0 | 0% |
| 2023-04-04 | $0.6 | $0.2 | 29% | 9 | 1 | 11% |
| 2022-04-01 | $0.5 | $0.3 | 70% | 7 | 3 | 43% |
| 2021-04-05 | $0.4 | $0.4 | 109% | 8 | 2 | 25% |
| 2020-04-01 | $0.4 | $0.4 | 121% | 8 | 2 | 25% |
| 2019-04-01 | $0.3 | $0.5 | 150% | 8 | 2 | 25% |
| 2018-04-02 | $0.3 | $0.5 | 161% | 7 | 3 | 43% |
| 2017-04-01 | $0.2 | $0.6 | 240% | 6 | 4 | 67% |
| 2016-04-01 | $0.2 | $0.6 | 285% | 5 | 5 | 100% |
| 2015-04-01 | $0.2 | $0.6 | 281% | 4 | 6 | 150% |
| 2014-04-01 | $0.2 | $0.6 | 420% | 4 | 6 | 150% |
| 2013-04-01 | $0.1 | $0.7 | 602% | 4 | 6 | 150% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, CA-07/16/2014, CT-12/14/2022, FL-11/01/2019, MA-11/17/2009, NH-10/27/2016, NY-11/17/2009, RI-11/17/2009, TX-01/27/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PENSION CONSULTING NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV