No longer SEC-registered. Shorepoint Capital Partners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$800.5M
Employees
10
Accounts
1,107
Location
Norwood, MA
Shorepoint Capital Partners LLC assets under management
Shorepoint Capital Partners LLC is a registered investment adviser overseen by the SEC based in Norwood, MA. It reports $800.5 million in regulatory assets under management and employs 10 people.
How much does Shorepoint Capital Partners LLC manage?
Shorepoint Capital Partners LLC reports $800.5 million in regulatory assets under management on its Form ADV.
How many employees does Shorepoint Capital Partners LLC have?
Shorepoint Capital Partners LLC reports 10 employees.
Where is Shorepoint Capital Partners LLC located?
Shorepoint Capital Partners LLC is based in Norwood, MA.
Does Shorepoint Capital Partners LLC disclose fund performance?
Shorepoint Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
220 Norwood Park South, Suite 101, Norwood, MA 02062