SHOREPOINT CAPITAL PARTNERS LLC

Advisory Business

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

Employees

Total Number of Employees	10
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	3

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,217	$674.5M
Non-Discretionary	34	$61.7M
Total	1,251	$736.2M

Clients

Type	Number	RAUM
Individuals	208	$307.6M
HNW Individuals	165	$377.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	1	$20.7M
Pension and profit sharing plans	12	$25.7M
Charitable organizations	<5	$5.1M
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	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	10
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting servicesPublication of periodicals or newsletters
Compensation	% of AUMHourly chargesFixed feesPerformance-based fees

Identifiers

SEC RIA File Number	801-70760
SEC ERA File Number	801-70760
SEC CIK Numbers	1759476
SEC CRD Numbers	152087
Legal Entity Identifier	None

Principal Office

220 NORWOOD PARK SOUTH
SUITE 101
NORWOOD
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic