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| Shorehaven Wealth Partners LLC
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|---|---|
| CRD # | 308026 |
| SEC # | 801-119024 |
| CIK # | 0001844922 |
| AUM | 541.5 M (2026-03-26) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 732-447-9301 |
| Address | 188 East Bergen Place Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001844922 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.4 | ||
| Grayscale Bitcoin MINI Trust BTC | 3.8 | ||
| iShares Comex Gold Trust | 2.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 71.3 |
| (b) Individuals (high net worth individuals) | 171 | 427.7 |
| (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 | 20 | 42.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,303 | 541.5 |
| By Discretionary | ||
| Discretionary | 1,303 | 541.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,303 | 541.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 541.5 | |
| Total | 1,303 | 541.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844922] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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