Shorepoint Capital Partners is an investment advisor in Norwood with $470.99 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
271108488
SEC advisor number
801-70760
FINRA CRD number
152087
AUM ?
$736.23 mm
(as of 28 Feb 24)
Accounts
1,251
(as of 28 Feb 24)
Employees
10
(7 investment advisory or research)
Address
Shorepoint Capital Partners
220 NORWOOD PARK SOUTH
NORWOOD
MA 02062
220 NORWOOD PARK SOUTH
NORWOOD
MA 02062
Phone
7813417250
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22