SHFP LLC

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Assets, Funds, Holdings

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SHFP LLC
CRD #171571
SEC #801-80085
CIK #
AUM $84.3 M (2025-01-20)
Employees 1 (100% Investors, 0% Brokers)
Phone914-771-5277
Address
Source [IAPD] [Website] [Twitter]
Total AUM ($M)
907254361802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 6 2.5
(b) Individuals (high net worth individuals) 19 81.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 144 84.3
By Discretionary
Discretionary 0 0.0
Non-Discretionary 144 84.3
Total 144 84.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 84.3
Total 144 84.3
Comparable Firms State AUM ($B)
White Lighthouse Investment Management SARL
0.1
Sterling Asset Management Co Inc
0.1
Capital Design Private Wealth LLC
NH 0.1
Rubin Overseas Ltd
0.1
Capital Endurance Group Inc
GA 0.1
DMK Advisor Group Inc
FL 0.1
Walnut Investment Services LLC
NY 0.1
Luther Forest Wealth Advisors LLC
NY 0.1
LK Financial Planning LLC
NY 0.1
CK Advisors LLC
0.1
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