|
⚲
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| Shorehaven Wealth Partners LLC
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|
|
|---|---|
| CRD # | 308026 |
| SEC # | 801-119024 |
| CIK # | 0001844922 |
| AUM | $400.9 MM (2024-03-06) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 732-447-9301 |
| Address | 188 East Bergen Place Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 63.6 |
| (b) Individuals (high net worth individuals) | 126 | 305.7 |
| (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 | 31.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,106 | 400.9 |
| By Discretionary | ||
| Discretionary | 1,106 | 400.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,106 | 400.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.9 | |
| Total | 1,106 | 400.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844922] |
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