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⚲
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| Shore Point Advisors LLC
✚
|
|
|---|---|
| CRD # | 296848 |
| SEC # | 801-120441 |
| CIK # | 0001907092 |
| AUM | $327.7 M (2026-03-11) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 732-876-3777 |
| Address | 402 Higgins Ave Brielle, NJ 08730 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001907092 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 546 | 132.8 |
| (b) Individuals (high net worth individuals) | 91 | 178.4 |
| (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 | 10 | 8.4 |
| (h) Charitable organizations | 15 | 3.0 |
| (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 | 6 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,612 | 327.7 |
| By Discretionary | ||
| Discretionary | 1,612 | 327.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,612 | 327.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 327.5 | |
| Total | 1,612 | 327.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907092] |
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