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SHOREPOINT CAPITAL PARTNERS LLC

NORWOOD, MA · CRD 152087 · IAPD ↗ · 781-341-7250

$800.5MRegulatory AUM
5Advisory reps
10Employees
10Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — SHOREPOINT CAPITAL PARTNERS LLC (NORWOOD, MA) left the SEC roster (was $800.5M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
March 2025 — SHOREPOINT CAPITAL PARTNERS LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
February 2025 — SHOREPOINT CAPITAL PARTNERS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.