SHOREPOINT CAPITAL PARTNERS LLC
CRD #152087 SEC #801-70760 NORWOOD, MA 781-341-7250
SEC Registered Private Funds
Total AUM
$800.5M
Discretionary
$733.6M
Employees
10
Clients
10
Accounts
1,107
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $800.5M | $733.6M | $66.9M | 10 | 10 |
| Jan 2025 | $736.2M | $674.5M | $61.7M | 10 | 10 |
| Feb 2024 | $736.2M | $674.5M | $61.7M | 10 | 10 |
| Mar 2023 | $618.3M | $591.2M | $27.1M | 9 | 10 |
| Dec 2022 | $471M | $442M | $29M | 7 | 10 |
| Mar 2022 | $471M | $442M | $29M | 7 | 10 |
| Mar 2022 | $471M | $442M | $29M | 7 | 10 |
| Mar 2021 | $382.7M | $359M | $23.6M | 8 | 10 |
| Jun 2020 | $361.8M | $341.2M | $20.6M | 8 | 10 |
| May 2020 | $361.8M | $341.2M | $20.6M | 8 | 10 |
| Mar 2020 | $361.8M | $341.2M | $20.6M | 8 | 10 |
| Nov 2019 | $319.2M | $301.3M | $17.9M | 8 | 10 |
| Aug 2019 | $319.2M | $301.3M | $17.9M | 8 | 10 |
| Apr 2019 | $320M | $302.1M | $17.9M | 8 | 10 |
| Mar 2019 | $320M | $302.1M | $17.9M | 8 | 10 |
| Oct 2018 | $306.6M | $287.9M | $18.7M | 7 | 23 |
| Feb 2018 | $306.6M | $287.9M | $18.7M | 7 | 23 |
| Apr 2017 | $235.7M | $215.5M | $20.2M | 6 | 215 |
| Apr 2017 | $235.7M | $215.5M | $20.2M | 6 | 215 |
| Feb 2017 | $235.7M | $215.5M | $20.2M | 6 | 215 |
| Oct 2016 | $207.8M | $193M | $14.8M | 5 | 200 |
| Mar 2016 | $207.8M | $193M | $14.8M | 5 | 200 |
| Mar 2015 | $209.9M | $196.2M | $13.7M | 4 | 200 |
| Oct 2014 | $154M | $139.2M | $14.8M | 4 | 200 |
| Jul 2014 | $154M | $139.2M | $14.8M | 4 | 200 |
| Mar 2014 | $154M | $139.2M | $14.8M | 4 | 200 |
| Nov 2013 | $114.1M | $101.2M | $12.9M | 4 | 200 |
| Mar 2013 | $114.1M | $101.2M | $12.9M | 4 | 200 |
| Mar 2012 | $95.7M | $86.3M | $9.5M | 1 | 300 |
| Jan 2010 | $36.7M | $33.7M | $3M | 5 | -- |
DateMar 2025
Total AUM$800.5M
Discretionary$733.6M
Non-Disc.$66.9M
Employees10
Clients10
DateJan 2025
Total AUM$736.2M
Discretionary$674.5M
Non-Disc.$61.7M
Employees10
Clients10
DateFeb 2024
Total AUM$736.2M
Discretionary$674.5M
Non-Disc.$61.7M
Employees10
Clients10
DateMar 2023
Total AUM$618.3M
Discretionary$591.2M
Non-Disc.$27.1M
Employees9
Clients10
DateDec 2022
Total AUM$471M
Discretionary$442M
Non-Disc.$29M
Employees7
Clients10
DateMar 2022
Total AUM$471M
Discretionary$442M
Non-Disc.$29M
Employees7
Clients10
DateMar 2022
Total AUM$471M
Discretionary$442M
Non-Disc.$29M
Employees7
Clients10
DateMar 2021
Total AUM$382.7M
Discretionary$359M
Non-Disc.$23.6M
Employees8
Clients10
DateJun 2020
Total AUM$361.8M
Discretionary$341.2M
Non-Disc.$20.6M
Employees8
Clients10
DateMay 2020
Total AUM$361.8M
Discretionary$341.2M
Non-Disc.$20.6M
Employees8
Clients10
DateMar 2020
Total AUM$361.8M
Discretionary$341.2M
Non-Disc.$20.6M
Employees8
Clients10
DateNov 2019
Total AUM$319.2M
Discretionary$301.3M
Non-Disc.$17.9M
Employees8
Clients10
DateAug 2019
Total AUM$319.2M
Discretionary$301.3M
Non-Disc.$17.9M
Employees8
Clients10
DateApr 2019
Total AUM$320M
Discretionary$302.1M
Non-Disc.$17.9M
Employees8
Clients10
DateMar 2019
Total AUM$320M
Discretionary$302.1M
Non-Disc.$17.9M
Employees8
Clients10
DateOct 2018
Total AUM$306.6M
Discretionary$287.9M
Non-Disc.$18.7M
Employees7
Clients23
DateFeb 2018
Total AUM$306.6M
Discretionary$287.9M
Non-Disc.$18.7M
Employees7
Clients23
DateApr 2017
Total AUM$235.7M
Discretionary$215.5M
Non-Disc.$20.2M
Employees6
Clients215
DateApr 2017
Total AUM$235.7M
Discretionary$215.5M
Non-Disc.$20.2M
Employees6
Clients215
DateFeb 2017
Total AUM$235.7M
Discretionary$215.5M
Non-Disc.$20.2M
Employees6
Clients215
DateOct 2016
Total AUM$207.8M
Discretionary$193M
Non-Disc.$14.8M
Employees5
Clients200
DateMar 2016
Total AUM$207.8M
Discretionary$193M
Non-Disc.$14.8M
Employees5
Clients200
DateMar 2015
Total AUM$209.9M
Discretionary$196.2M
Non-Disc.$13.7M
Employees4
Clients200
DateOct 2014
Total AUM$154M
Discretionary$139.2M
Non-Disc.$14.8M
Employees4
Clients200
DateJul 2014
Total AUM$154M
Discretionary$139.2M
Non-Disc.$14.8M
Employees4
Clients200
DateMar 2014
Total AUM$154M
Discretionary$139.2M
Non-Disc.$14.8M
Employees4
Clients200
DateNov 2013
Total AUM$114.1M
Discretionary$101.2M
Non-Disc.$12.9M
Employees4
Clients200
DateMar 2013
Total AUM$114.1M
Discretionary$101.2M
Non-Disc.$12.9M
Employees4
Clients200
DateMar 2012
Total AUM$95.7M
Discretionary$86.3M
Non-Disc.$9.5M
Employees1
Clients300
DateJan 2010
Total AUM$36.7M
Discretionary$33.7M
Non-Disc.$3M
Employees5
Clients--