Shorepoint Capital Partners Headquarters
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Shorepoint Capital Partners LLC - Norwood, MA Investment ...
- https://www.shorepointpartners.com/
- Shorepoint Capital Partners LLC is a privately owned, fee-only registered investment advisor that provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans.
Contact Us - Shorepoint Capital Partners LLC - Norwood, MA
- https://www.shorepointpartners.com/contact/
- Contact Shorepoint Capital Partners. We want to hear from you! Please call us at (781) 341-7250 to arrange a consultation with our Managing Directors Tim Vanech and Luis Raposo, CFA. You can also contact us using the form below and include specific …
Our Team - Shorepoint Capital Partners LLC - Norwood, MA
- https://www.shorepointpartners.com/about/team/
- Guidance on your business’s retirement plan investment options and cash management needs. Institutional-level OCIO services for your foundation or nonprofit organization. 220 Norwood Park South. Norwood, MA 02062. (781) 341-7246. (781) 341-7250. Tim Vanech. Managing Director. Luis M. …Estimated Reading Time: 3 mins
Shorepoint Capital Partners LinkedIn
- https://www.linkedin.com/company/shorepoint-capital-partners-llc.
- Shorepoint Capital Partners LLC was founded in 2009 by Tim Vanech and Luis Raposo, CFA as a privately owned registered investment advisor that provides customized wealth planning and asset ...
SHOREPOINT CAPITAL PARTNERS LLC Top 13F Holdings
- https://whalewisdom.com/filer/shorepoint-capital-partners-llc
- Dec 31, 2020 · Shorepoint Capital Partners is based out of Norwood. Shorepoint Capital Partners is a hedge fund with 257 clients and discretionary assets under management (AUM) of $359,021,000 (Form ADV from 2021-03-30). Their last reported 13F filing for Q1 2021 included $187,005,000 in managed 13F securities and a top 10 holdings concentration of 32.6%.
Shore Points Capital
- http://shorepointscapital.com/
- SHORE POINTS CAPITAL. Shore Points Capital is a private equity firm focused on lower middle-market change-of-control transactions. Our strategy is to partner with existing owners/managers as we acquire and invest in well-managed and well-positioned businesses located principally in North America.
Shorepoint Capital Partners Review 2021 investor.com
- https://investor.com/rias/shorepoint-capital-partners-152087
- Jul 04, 2021 · Shorepoint Capital Partners, registered in 2009, serves 7 state(s) with a licensed staff of 5 advisors. Shorepoint Capital Partners manages $382.7 million and provides investment advisory services for 257 clients (1:52 advisor/client ratio).5/5
Shore Capital Partners
- https://www.shorecp.com/
- Find out how Shore can help your company. In 2020 Shore Capital Partners was recognized by Inc. Magazine as one of the 50 Best Founder Friendly firms and by PitchBook as the #1 global leader in private equity deal volume.
Mirasol’s Café Acquired By Shorepoint Capital Partners
- https://www.genequityco.com/mergers-and-acquisitions/view/9415
- Shorepoint Capital Partners, located in Norwood, MA, is a privately owned, fee-only, registered investment advisor that provides customized wealth planning and investment management services to high-net-worth individuals and families, institutions, small businesses, and retirement plans.
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