SHOREVEST PARTNERS, LTD.
CRD #284681 SEC #801-113249 TORTOLA +1 (284) 494-7065
SEC Registered Private Funds
Total AUM
$193.7M
Discretionary
$193.7M
Employees
27
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $193.7M | $193.7M | $0 | 27 | 0 |
| Mar 2024 | $226.2M | $226.2M | $0 | 22 | 0 |
| Apr 2023 | $215.9M | $215.9M | $0 | 26 | 0 |
| Jan 2023 | $192.8M | $192.8M | $0 | 21 | 0 |
| Jan 2023 | $192.8M | $192.8M | $0 | 21 | 0 |
| Mar 2022 | $192.8M | $192.8M | $0 | 21 | 0 |
| Jun 2021 | $212.5M | $212.5M | $0 | 19 | 0 |
| Mar 2021 | $212.5M | $212.5M | $0 | 19 | 0 |
| Mar 2020 | $200.8M | $200.8M | $0 | 23 | 0 |
| Aug 2019 | $101.2M | $101.2M | $0 | 23 | 0 |
| Apr 2019 | $101.2M | $101.2M | $0 | 23 | 0 |
| Mar 2019 | $101.2M | $101.2M | $0 | 23 | 0 |
| May 2018 | $57M | $57M | $0 | 23 | 0 |
| Apr 2018 | $57M | $57M | $0 | 23 | 0 |
DateMar 2025
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees27
Clients0
DateMar 2024
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees22
Clients0
DateApr 2023
Total AUM$215.9M
Discretionary$215.9M
Non-Disc.$0
Employees26
Clients0
DateJan 2023
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees21
Clients0
DateJan 2023
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees21
Clients0
DateMar 2022
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees21
Clients0
DateJun 2021
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees23
Clients0
DateAug 2019
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees23
Clients0
DateApr 2019
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees23
Clients0
DateMar 2019
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees23
Clients0
DateMay 2018
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees23
Clients0
DateApr 2018
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees23
Clients0