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Patrick Scott Wallace

Founder, Chief Investment Officer, Chief Compliance OfficerShorepath Capital Management LLCCRD 2199783

About Patrick Scott Wallace

Patrick Scott Wallace is listed as Founder, Chief Investment Officer, Chief Compliance Officer at Shorepath Capital Management LLC in Park City, UT. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Shorepath Capital Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Patrick Scott Wallace work?

Patrick Scott Wallace is listed as Founder, Chief Investment Officer, Chief Compliance Officer at Shorepath Capital Management LLC on SEC Form ADV.

How much of Shorepath Capital Management LLC does Patrick Scott Wallace own?

Form ADV reports a beneficial ownership band of Over 75%.

Shorepath Capital Management LLC

TitleFounder, Chief Investment Officer, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2012