Hedge Fund Database

SHOREHAVEN WEALTH PARTNERS, LLC

Adviser information for SHOREHAVEN WEALTH PARTNERS, LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,106 $400.9M
Non-Discretionary 0 $0
Total 1,106 $400.9M

Clients

Type Number RAUM
Individuals 199 $63.6M
HNW Individuals 126 $305.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 21 $31.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-119024
SEC ERA File Number 801-119024
SEC CIK Numbers 1844922
SEC CRD Numbers 308026
Legal Entity Identifier None

Principal Office

188 EAST BERGEN PLACE
SUITE 202
RED BANK
NJ
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 732-447-9301, Fax: 551-278-0688

Websites

twitter.com/shorehavenwp www.linkedin.com/company/shorehaven-wealth-partners www.instagram.com/shorehavenwp www.shorehavenwealth.com www.facebook.com/shorehaven-wealth-partners-106463337817564/

Chief Compliance Officer

SHERYL IANNUZZELLI
DIRECTOR OF RELATIONSHIP MANAGEMENT
188 EAST BERGEN PLACE
SUITE 202
RED BANK
NJ
United States
Tel: 732-447-9301
(Full email address available in API data)

Regulatory Contact

MICHAEL DURSO
CHIEF INVESTMENT OFFICER, CEO
188 EAST BERGEN PLACE
SUITE 202
RED BANK
NJ
United States
Tel: 732-447-9301
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DURSO, LAWRENCE, NM Individual – FOUNDING PARTNER, MANAGING MEMBER AND CHAIRMAN 07/2022 50-75%
LOMBARDI, MICHAEL, CHRISTOPHER Individual – FOUNDING PARTNER, MANAGING MEMBER AND CHIEF PLANNING OFFICER 07/2020 25-50%
DURSO, MICHAEL, LAWRENCE Individual – FOUNDING PARTNER, MANAGING MEMBER, CEO AND CHIEF INVESTMENT OFFICER 07/2022 25-50%
IANNUZZELLI, SHERYL, Ann Individual – CHIEF COMPLIANCE OFFICER, DIRECTOR OF RELATIONSHIP MANAGEMENT 07/2020 < 5%

No. Employees, Historic

10502020202120222023202420251 on 6/8/20201 on 7/7/20204 on 7/17/20204 on 11/10/20204 on 12/11/20204 on 1/8/20214 on 2/19/20214 on 5/6/20214 on 1/28/20224 on 3/13/20224 on 9/29/20224 on 9/29/20225 on 2/28/20235 on 4/11/20235 on 10/19/20235 on 3/6/2024

RAUM, Historic

500M250M02020202120222023202420250 on 6/8/20200 on 7/7/20200 on 7/17/2020317282918 on 11/10/2020317282918 on 12/11/2020317282918 on 1/8/2021345941558 on 2/19/2021345941558 on 5/6/2021345941558 on 1/28/2022381028860 on 3/13/2022381028860 on 9/29/2022381028860 on 9/29/2022361431089 on 2/28/2023361431089 on 4/11/2023361431089 on 10/19/2023400868341 on 3/6/2024

No. Clients, Historic

80040002020202120222023202420250 on 6/8/20200 on 7/7/20200 on 7/17/2020785 on 11/10/2020785 on 12/11/2020785 on 1/8/2021264 on 2/19/2021264 on 5/6/2021264 on 1/28/2022304 on 3/13/2022304 on 9/29/2022304 on 9/29/2022324 on 2/28/2023324 on 4/11/2023324 on 10/19/2023346 on 3/6/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AGRIFORCE GROWING SYSTEMS LT COM NEW 7K 75K –
ALPHABET INC CAP STK CL C 557K 3K –
ALPHABET INC CAP STK CL A 870K 5K –
AMAZON COM INC COM 606K 3K –
AMERICAN CENTY ETF TR US LARGE CAP VLU 8M 134K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 2M 28K –
ANNALY CAPITAL MANAGEMENT IN COM NEW 191K 10K –
APPLE INC COM 5M 26K –
AT&T INC COM 292K 15K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K –
BLACKROCK ETF TRUST US EQT FACTOR 11M 231K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 3M 63K –
BLACKROCK INC COM 236K 300 –
BNY MELLON ETF TRUST HIGH YIELD BETA 729K 15K –
CHEVRON CORP NEW COM 359K 2K –
CONSOLIDATED EDISON INC COM 271K 3K –
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 1M 30K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 414K 8K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 835K 18K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 287K 7K –
FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 4M 146K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 2M 50K –
ISHARES INC CORE MSCI EMKT 441K 8K –
ISHARES INC MSCI EMRG CHN 6M 109K –
ISHARES TR CORE MSCI EAFE 374K 5K –
ISHARES TR EAFE VALUE ETF 4M 82K –
ISHARES TR INTL DIV GRWTH 2M 27K –
ISHARES TR CORE S&P TTL STK 2M 16K –
ISHARES TR CONV BD ETF 259K 3K –
ISHARES TR HDG MSCI EAFE 2M 54K –
ISHARES TR A RATE CP BD ETF 2M 49K –
ISHARES TR USD INV GRDE ETF 1M 21K –
ISHARES TR MSCI INTL VLU FT 4M 130K –
ISHARES TR IBOXX INV CP ETF 4M 42K –
ISHARES TR MSCI USA QLT FCT 10M 57K –
ISHARES TR CORE DIV GRWTH 2M 26K –
ISHARES TR EAFE GRWTH ETF 4M 35K –
ISHARES TR S&P SML 600 GWT 310K 2K –
ISHARES TR RUS 1000 ETF 634K 2K –
ISHARES TR SHRT NAT MUN ETF 440K 4K –
ISHARES TR GLOBAL ENERG ETF 493K 12K –
ISHARES TR MSCI EMG MKT ETF 568K 13K –
ISHARES TR EUROPE ETF 2M 33K –
ISHARES TR RUS 1000 VAL ETF 327K 2K –
ISHARES TR MSCI USA MIN VOL 323K 4K –
ISHARES TR JPMORGAN USD EMG 734K 8K –
ISHARES TR CORE TOTAL USD 674K 15K –
ISHARES TR S&P 500 GRWT ETF 23M 245K –
ISHARES TR 20 YR TR BD ETF 7M 81K –
ISHARES TR S&P 500 VAL ETF 340K 2K –
ISHARES TR CORE S&P500 ETF 297K 542 –
ISHARES TR S&P 100 ETF 623K 2K –
ISHARES TR INVESTMENT GRADE 711K 16K –
ISHARES TR IBOXX HI YD ETF 998K 13K –
ISHARES TR MBS ETF 3M 29K –
ISHARES TR 10-20 YR TRS ETF 2M 18K –
ISHARES TR RUS TOP 200 ETF 6M 43K –
ISHARES TR U S EQUITY FACTR 23M 416K –
ISHARES TR US HLTHCARE ETF 308K 5K –
ISHARES TR U.S. ENERGY ETF 678K 14K –
ISHARES TR U.S. TECH ETF 3M 22K –
ISHARES TR US INFRASTRUC 1M 28K –
JPMORGAN CHASE & CO. COM 217K 1K –
META PLATFORMS INC CL A 376K 747 –
MICROSOFT CORP COM 1M 2K –
NVIDIA CORPORATION COM 861K 7K –
PHILIP MORRIS INTL INC COM 243K 2K –
ROBLOX CORP CL A 264K 7K –
SPDR SER TR PORTFOLIO CRPORT 3M 109K –
SPDR SER TR SPDR S&P1500VL 5M 28K –
VANECK ETF TRUST FALLEN ANGEL HG 1M 40K –
VANGUARD MUN BD FDS TAX EXEMPT BD 1M 24K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 290K 2K –
VERIZON COMMUNICATIONS INC COM 687K 17K –
WISDOMTREE TR US HIGH DIVIDEND 2M 18K –
WISDOMTREE TR GLB US QTLY DIV 7M 186K –
WISDOMTREE TR US LARGECAP DIVD 809K 11K –
WORLD GOLD TR SPDR GLD MINIS 303K 7K –