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SHORE CAPITAL PARTNERS

CHICAGO, IL · CRD 166745 · IAPD ↗ · 312-348-7572

$9.26BRegulatory AUM
62Advisory reps
202Employees
0Clients
n/aPlanning clients
48Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — SHORE CAPITAL PARTNERS added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2026 — SHORE CAPITAL PARTNERS reported RAUM up 36% ($6.80B -> $9.26B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — SHORE CAPITAL PARTNERS reported RAUM up 69% ($3.98B -> $6.75B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2024 — SHORE CAPITAL PARTNERS reported RAUM up 38% ($2.88B -> $3.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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