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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shorehaven Wealth Partners LLC
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|---|---|
| CRD # | 308026 |
| SEC # | 801-119024 |
| CIK # | 0001844922 |
| AUM | $445.3 M (2025-04-03) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 732-447-9301 |
| Address | 188 East Bergen Place Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.3 | ||
| iShares Comex Gold Trust | 3.8 | ||
| Grayscale Bitcoin MINI Trust BTC | 3.6 | ||
| GS Acquisition Holdings Corp | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 70.1 |
| (b) Individuals (high net worth individuals) | 146 | 341.0 |
| (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 | 21 | 34.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,262 | 445.3 |
| By Discretionary | ||
| Discretionary | 1,262 | 445.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,262 | 445.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.3 | |
| Total | 1,262 | 445.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844922] |
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|---|---|---|
|
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CA | 0.4 |
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OR | 0.4 |
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CO | 0.4 |
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Townsend Asset Management Corp
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Heward Investment Management Inc
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0.4 | |
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WA | 0.4 |
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Bluesphere Advisors LLC
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PA | 0.4 |
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BCGM Wealth Management LLC
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IN | 0.4 |