Shorepoint Capital Partners LLC
CRD 152087SEC# 801-70760Norwood, MA
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.
Shorepoint Capital Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Luis Manuel Raposo Control | Managing Member, Chief Compliance Officer | 50-75% | 2009 |
| Timothy George Vanech Control | Member | 50-75% | 2009 |
Frequently asked questions
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 |
| Office hours | 9 a.m. To 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$800.5M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$800.5Mregulatory AUM
Discretionary $733.6MNon-discretionary $66.9M