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Building 2SHOREPATH CAPITAL MANAGEMENT LLC

Map pinPARK CITY, UT
Phone312-357-4080
NotebookSEC #801-129545
Total AUM
$146.6M
Employees
1
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1389 CENTER DRIVE
SUITE 200
PARK CITY
UT 84098
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
312-357-4080

ReceiptFinancials

Total AUM
$146.6M
Accounts
21
Discretionary
$146.6M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
20
AUM
$81.4M
Investment Advisor Clients
1
AUM
$65.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMINCUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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