SHOREPATH CAPITAL MANAGEMENT LLC
CRD #286125 SEC #801-129545 PARK CITY, UT 312-357-4080
SEC Registered
Total AUM
$146.6M
Discretionary
$146.6M
Employees
1
Clients
--
Accounts
21
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WALLACE, PATRICK, SCOTT | I | FOUNDER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| WALLACE, PATRICK, SCOTT | I | FOUNDER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| WALLACE, PATRICK, SCOTT | I | FOUNDER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| WALLACE, PATRICK, SCOTT | I | FOUNDER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| WALLACE, PATRICK, SCOTT | I | FOUNDER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| WALLACE, PATRICK, SCOTT | I | FOUNDER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| WALLACE, PATRICK, SCOTT | I | FOUNDER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 23, 2025 REGISTERED
Notice Filings (7)
CA FL GA IL MI NC UT
Address
1389 CENTER DRIVESUITE 200
PARK CITY, UT 84098
United States
Phone: 312-357-4080