Hedge Fund Database

SHORE POINT ADVISORS, LLC

Adviser information for SHORE POINT ADVISORS, LLC last updated from Form ADV on March 21st, 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 New Jersey, 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 5
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,405 $212.7M
Non-Discretionary 0 $0
Total 1,405 $212.7M

Clients

Type Number RAUM
Individuals 515 $88.6M
HNW Individuals 76 $115.1M
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 5 $4.4M
Charitable organizations 14 $1.9M
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 <5 $2.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesFINANCIAL CONSULTING
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-120441
SEC ERA File Number 801-120441
SEC CIK Numbers 1907092
SEC CRD Numbers 296848
Legal Entity Identifier None

Principal Office

402 HIGGINS AVE
BRIELLE
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 732-876-3777, Fax: 732-292-1900

Websites

www.instagram.com/shorepointadvisors/ www.shorepointadvisors.com www.youtube.com/channel/ucanwhh2flfeu7oinhs0agmq www.facebook.com/shorepointadvisors/ www.linkedin.com/company/shore-point-advisors

Chief Compliance Officer

JASON LAMB
CEO/MANAGING MEMBER
402 HIGGINS AVE
BRIELLE
NJ
United States
Tel: 732-876-3777
Fax: 732-292-1900
(Full email address available in API data)

Regulatory Contact

JACOB B. RUE
PORTFOLIO MANAGER
402 HIGGINS AVE
BRIELLE
NJ
United States
Tel: 732-876-3777
Fax: 732-292-1900
(Full email address available in API data)

Industry Affiliates

JCL FINANCIAL, LLC Insurance company or agency

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
LAMB, JASON, C Individual – MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER 03/2016 > 75%

No. Employees, Historic

1050202120222023202420255 on 2/3/20215 on 3/22/20215 on 9/1/20215 on 10/5/20215 on 3/22/20225 on 9/6/20225 on 2/21/20235 on 7/25/20235 on 7/26/20235 on 3/21/2024

RAUM, Historic

300M150M020212022202320242025121941600 on 2/3/2021121941600 on 3/22/2021121941600 on 9/1/2021121941600 on 10/5/2021162733253 on 3/22/2022162733253 on 9/6/2022162810414 on 2/21/2023162810414 on 7/25/2023162810414 on 7/26/2023212706941 on 3/21/2024

No. Clients, Historic

1,000500020212022202320242025911 on 2/3/2021911 on 3/22/2021911 on 9/1/2021911 on 10/5/2021653 on 3/22/2022653 on 9/6/2022600 on 2/21/2023600 on 7/25/2023600 on 7/26/2023613 on 3/21/2024

Holdings

From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
APPLE INC COM 2M 7K –
AUTOMATIC DATA PROCESSING IN COM 994K 4K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 2M 40K –
SPDR SER TR BLOOMBERG 1-3 MO 2M 23K –
EA SERIES TRUST ALPHA ARCH 1-3 219K 2K –
BROADRIDGE FINL SOLUTIONS IN COM 296K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 749K 2K –
VANGUARD BD INDEX FDS SHORT TRM BOND 399K 5K –
CHUBB LIMITED COM 461K 2K –
THE CIGNA GROUP COM 225K 682 –
CHEVRON CORP NEW COM 910K 6K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 8M 309K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 1M 39K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 2M 48K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 2M 66K –
DIMENSIONAL ETF TRUST SHORT DURATION F 2M 34K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 518K 13K –
WISDOMTREE TR EMG MKTS SMCAP 6M 118K –
DENISON MINES CORP COM 20K 10K –
ISHARES INC MSCI EMERG MRKT 825K 14K –
WISDOMTREE TR US SMALLCAP FUND 13M 279K –
ISHARES TR MSCI EAFE MIN VL 3M 39K –
ISHARES TR JPMORGAN USD EMG 2M 19K –
EVERSOURCE ENERGY COM 258K 5K –
SPDR INDEX SHS FDS S&P EMKTSC ETF 528K 9K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 3M 58K –
SCHWAB STRATEGIC TR SCHWAB FDT US SC 10M 175K –
SCHWAB STRATEGIC TR SCHWB FDT INT SC 5M 151K –
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 2M 41K –
ISHARES TR ISHS 1-5YR INVS 5M 99K –
ISHARES TR MSCI INTL MOMENT 13M 338K –
J P MORGAN EXCHANGE TRADED F US MOMENTUM 27M 506K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 284K 6K –
JOHNSON & JOHNSON COM 278K 2K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 1M 21K –
LOWES COS INC COM 256K 1K –
LEGG MASON ETF INVT FRANKLIN INTL LW 711K 24K –
MARRIOTT INTL INC NEW CL A 276K 1K –
MERCK & CO INC COM 2M 15K –
MICROSOFT CORP COM 387K 865 –
ISHARES TR MSCI US MOMENT 905K 5K –
NEW JERSEY RES CORP COM 686K 16K –
NEW MTN FIN CORP COM 268K 22K –
PROCTER AND GAMBLE CO COM 388K 2K –
FLEXSHARES TR QUALT DIVD IDX 409K 6K –
ISHARES TR EAFE SML CP ETF 16M 256K –
ISHARES TR SHRT NAT MUN ETF 937K 9K –
TEXAS PACIFIC LAND CORPORATI COM 275K 375 –
ISHARES TR MSCI USA MIN VOL 6M 69K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 260K 5K –
VANGUARD WHITEHALL FDS INTL DVD ETF 2M 21K –
VERISK ANALYTICS INC COM 444K 2K –
VANGUARD INDEX FDS VALUE ETF 19M 116K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 6M 88K –
VERIZON COMMUNICATIONS INC COM 344K 8K –
BONDBLOXX ETF TRUST BLOOMBERG SIX MN 2M 40K –
EXXON MOBIL CORP COM 350K 3K –
BONDBLOXX ETF TRUST BLOOMBERG ONE YR 759K 15K –