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SHOREPATH CAPITAL MANAGEMENT LLC

PARK CITY, UT · CRD 286125 · IAPD ↗ · shorepathcap.com · 312-357-4080

$146.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2025 — SHOREPATH CAPITAL MANAGEMENT LLC (PARK CITY, UT) left the SEC roster (was $146.6M RAUM, 1 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
48
March 2025 — SHOREPATH CAPITAL MANAGEMENT LLC notice-filed in CA, GA, MI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — SHOREPATH CAPITAL MANAGEMENT LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — SHOREPATH CAPITAL MANAGEMENT LLC moved its main office from EVANSTON, IL to PARK CITY, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
March 2024 — SHOREPATH CAPITAL MANAGEMENT LLC (EVANSTON, IL) is newly SEC-registered with $112.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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