Shorehaven Wealth Partners, LLC

RIASEC RegisteredEst. 2020

Total AUM

$542M

Discretionary

$542M

100% of AUM

Avg account

$416K

Accounts

1,303

Employees

Advisory reps

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

FINTRX

Overview

Shorehaven Wealth Partners, LLC is an independent, SEC-registered Registered Investment Adviser that began operating in 2020 and is owned by an individual principal. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and the selection of external advisers; the firm also identifies itself as a capital allocator. Shorehaven does not present itself as an ESG-focused manager, and it does not list pension consulting, multi-state adviser status, or related-adviser arrangements in its profile. The operating model emphasizes discretionary portfolio management and using third-party managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds59%
State & Local Bonds28%
Exchange Traded Equities8%
Cash & Cash Equivalents3%
Investment Grade Corp Bonds1%

Owners & executives

2 of 2

Michael Durso
Founding Partner and Chief Investment OfficerCRD 4424460
Sheryl Iannuzzelli
Director of Relationship Management, Chief Compliance OfficerCRD 5421607