Shorehaven Wealth Partners, LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 308026
- Registered since
- July 10, 2020
- Website
- www.shorehavenwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.99%
- Individuals13.16%
- Corporations / Businesses7.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Shorehaven Wealth Partners, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2020) and positions itself as a capital allocator for both individual/family and institutional clients. Its primary compensation model is a percentage-of-AUM fee. Advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, and selection of third‑party advisers. The firm reports it does not pursue an active ESG investing policy.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- State & Local Bonds28%
- Exchange Traded Equities8%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$358M in ETFs
49%
$175M
33%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $55.2M | 388,265 | 15.43% |
Location
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 188 E Bergen Pl
- Time zone
- ET (UTC-5)
- Office locations
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