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SHOREVEST PARTNERS, LTD.

TORTOLA, British Virgin Islands · CRD 284681 · IAPD ↗ · shorevest.com · +1 (284) 494-7065

$244.0MRegulatory AUM
21Advisory reps
27Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
April 2026 — SHOREVEST PARTNERS, LTD. reported RAUM up 26% ($193.7M -> $244.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — SHOREVEST PARTNERS, LTD. grew from 16 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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