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Building 2SHOREPOINT CAPITAL PARTNERS LLC

Map pinNORWOOD, MA
Phone781-341-7250
NotebookSEC #801-70760
Total AUM
$800.5M
Employees
10
Clients
399

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 NORWOOD PARK SOUTH
SUITE 101
NORWOOD
MA 02062
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
781-341-7250

ReceiptFinancials

Total AUM
$800.5M
Accounts
1,107
Discretionary
$733.6M
Accounts
1,075
Non-Discretionary
$66.9M
Accounts
32

ContactClients

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Individual Clients
208
AUM
$313.7M
HNW Individual Clients
175
AUM
$420.6M
Pooled Vehicle Clients
2
AUM
$32.1M
Pension/Profit Sharing Plan Clients
12
AUM
$29.8M
Charitable Organization Clients
2
AUM
$4.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNYRITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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