Shore Point Advisors, LLC
● SEC registered since 2021CRD 296848SEC# 801-120441Brielle, NJ
Reg. AUM
$327.7M
Employees
5
Accounts
1,612
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 $327.7 million in regulatory assets under management and employs 5 people.
Shore Point Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason C Lamb Control | Managing Member/Chief Executive Officer/Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Shore Point Advisors, LLC manage?
Shore Point Advisors, LLC reports $327.7 million in regulatory assets under management on its Form ADV.
How many employees does Shore Point Advisors, LLC have?
Shore Point Advisors, LLC reports 5 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
| Address | 402 Higgins Ave, Brielle, NJ 08730 |
| Phone | 732-876-3777 |
| Fax | 732-292-1900 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1907092 |
| Discloses disciplinary history | No |
Regulatory AUM
$327.7M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$327.7Mregulatory AUM
Discretionary $327.7M