Investment adviser · CRD 152087

SHOREPOINT CAPITAL PARTNERS LLC

Investment adviser filing (IA)

NORWOOD, MA, United States · Form ADV filed Mar 5, 2025

Regulatory AUM: $800M
Client accounts: 1,107
Employees: 10
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	175	$420,648,996	52.5%
Individuals	208	$313,712,328	39.2%
Pooled investment vehicles	2	$32,104,832	4.0%
Retirement plans	12	$29,777,691	3.7%
Charities	Fewer than 5	$4,249,301	0.5%

Filing source

Form ADV 1934441 · Mar 5, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 5, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

220 NORWOOD PARK SOUTH, SUITE 101
NORWOOD, MA, 02062, United States

CRD 152087

Filing source

Form ADV 1934441 · Mar 5, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.