Shorepath Capital Management LLC
CRD 286125SEC# 801-129545Park City, UT
No longer SEC-registered. Shorepath Capital Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$146.6M
Employees
1
Accounts
21
Location
Park City, UT
Shorepath Capital Management LLC assets under management
Shorepath Capital Management LLC is an investment advisory firm registered with the SEC based in Park City, UT. It reports $146.6 million in regulatory assets under management and employs 1 people.
Shorepath Capital Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Scott Wallace Control | Founder, Chief Investment Officer, Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Shorepath Capital Management LLC manage?
Shorepath Capital Management LLC reports $146.6 million in regulatory assets under management on its Form ADV.
How many employees does Shorepath Capital Management LLC have?
Shorepath Capital Management LLC reports 1 employees.
Where is Shorepath Capital Management LLC located?
Shorepath Capital Management LLC is based in Park City, UT.
Does Shorepath Capital Management LLC disclose fund performance?
Shorepath Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1389 Center Drive, Suite 200, Park City, UT 84098 |
| Office hours | 8 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$146.6MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$146.6Mregulatory AUM
Discretionary $146.6M