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Shore Point Advisors, LLC

● SEC registered since 2021CRD 296848SEC# 801-120441Brielle, NJ
Export (members)
Reg. AUM
$257M
Employees
4
Accounts
1,512
Location
Brielle, NJ

Shore Point Advisors, LLC assets under management

Shore Point Advisors, LLC is an SEC-registered investment adviser based in Brielle, NJ. The firm has been registered since 2021. It reports $257 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/shore-point-advisorsView on SEC.gov ↗

Shore Point Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jason C Lamb ControlManaging Member/Chief Executive Officer/Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Shore Point Advisors, LLC manage?

Shore Point Advisors, LLC reports $257 million in regulatory assets under management on its Form ADV.

How many employees does Shore Point Advisors, LLC have?

Shore Point Advisors, LLC reports 4 employees.

Where is Shore Point Advisors, LLC located?

Shore Point Advisors, LLC is based in Brielle, NJ and has been SEC-registered since 2021.

Does Shore Point Advisors, LLC disclose fund performance?

Shore Point Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address402 Higgins Ave, Brielle, NJ 08730
Phone732-876-3777
Fax732-292-1900
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1907092
Discloses disciplinary historyNo

Assets under management

Discretionary$257M
Non-discretionary$0
Total (RAUM)$257M