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LONGSHORE CAPITAL PARTNERS

CHICAGO, IL · CRD 308030 · IAPD ↗ · longshorecp.com · 312-237-3838

$397.6MRegulatory AUM
7Advisory reps
11Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2025 — LONGSHORE CAPITAL PARTNERS reported RAUM up 47% ($244.4M -> $360.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2025 — LONGSHORE CAPITAL PARTNERS grew from 4 to 7 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.