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Shorepine Wealth Management
Shorepine Wealth Management is an SEC-registered RIA and multi-family office. No public details on AUM, principals, or investments are available.
Shorepine Wealth Management
Shorepine Wealth Management, LLC is an SEC-registered investment adviser with $71 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Shorepine Wealth Management a single-family office or a multi-family office?
Based on its name and SEC registration, Shorepine Wealth Management operates as a multi-family office and registered investment advisor. It is structured to serve multiple high-net-worth families rather than a single family.
What services does Shorepine Wealth Management offer?
As an RIA, the firm likely provides wealth management, financial planning, investment portfolio management, and family office services. Specific service offerings are not detailed in public records.
Who founded Shorepine Wealth Management?
The founder of Shorepine Wealth Management is not publicly named. No founding year or principal names are available in accessible sources.
What is the AUM of Shorepine Wealth Management?
Shorepine Wealth Management does not publicly disclose its assets under management. The firm's AUM remains undisclosed.
Where is Shorepine Wealth Management headquartered?
The firm's headquarters location is not publicly available. No office addresses or additional locations are listed in open sources.
Does Shorepine Wealth Management invest in direct deals or funds?
Public records do not specify the firm's investment approach. It is unclear whether Shorepine Wealth Management participates in direct investments, fund commitments, or both.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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