SHOREPOINT CAPITAL PARTNERS LLC

HTTP://WWW.SHOREPOINTPARTNERS.COM NORWOOD, MA Investment Advisor How do I update this listing?

Shorepoint Capital Partners is based out of Norwood. Shorepoint Capital Partners is a large advisory firm with 260 clients and discretionary assets under management (AUM) of $301,300,000 (Form ADV from 2019-11-01). Their last reported 13F filing for Q4 2019 included $174,853,000 in managed 13F securities and a top 10 holdings concentration of 31.01%. Shorepoint Capital Partners's largest holding is AbbVie Inc with shares held of 95,044. Whalewisdom has at least 4 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $174.853 Million
  • Prior Market Value $169.524 Million
  • New Purchases4 stocks
  • Additional Purchases19 stocks
  • Sold out of5 stocks
  • Reduced holdings in61 stocks
  • Top 10 Holdings % 31.01 %
  • Turnover % [1]:10.23%
  • Turnover Alt % [2]: 7.52 %
  • Time Held Top20:2.50 quarters
  • Time Held Top10:2.80 quarters
  • Time Held All:2.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 3.69%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SHOREPOINT CAPITAL PARTNERS LLC
Classified as Hedge Fund
220 NORTHWOOD PARK SOUTH
NORWOOD MA    02062
Country: United States

Business Phone: 781-341-7250
Fax: 781-341-7246
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 260
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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SHOREPOINT CAPITAL PARTNERS LLC

ownership team - last updated 2019-11-01
Name Title Start Date Direct/Indirect % Ownership
RAPOSO, LUIS, MANUEL MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
SHOREPOINT CAPITAL PARTNERS LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
VANECH, TIMOTHY, GEORGE MEMBER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER direct 2009-10-01

SHOREPOINT CAPITAL PARTNERS LLC

ownership team - last updated 2019-08-06
Name Title Start Date Direct/Indirect % Ownership
RAPOSO, LUIS, MANUEL MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
SHOREPOINT CAPITAL PARTNERS LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
VANECH, TIMOTHY, GEORGE MEMBER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER direct 2009-10-01

SHOREPOINT CAPITAL PARTNERS LLC

ownership team - last updated 2019-04-09
Name Title Start Date Direct/Indirect % Ownership
RAPOSO, LUIS, MANUEL MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
SHOREPOINT CAPITAL PARTNERS LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
VANECH, TIMOTHY, GEORGE MEMBER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER direct 2009-10-01

SHOREPOINT CAPITAL PARTNERS LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
RAPOSO, LUIS, MANUEL MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
SHOREPOINT CAPITAL PARTNERS LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
VANECH, TIMOTHY, GEORGE MEMBER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER direct 2009-10-01

SHOREPOINT CAPITAL PARTNERS LLC

ownership team - last updated 2018-10-12
Name Title Start Date Direct/Indirect % Ownership
RAPOSO, LUIS, MANUEL MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
SHOREPOINT CAPITAL PARTNERS LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
VANECH, TIMOTHY, GEORGE MEMBER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER direct 2009-10-01

SHOREPOINT CAPITAL PARTNERS LLC

ownership team - last updated 2017-04-20
Name Title Start Date Direct/Indirect % Ownership
RAPOSO, LUIS, MANUEL MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
SHOREPOINT CAPITAL PARTNERS LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2009-10-01
VANECH, TIMOTHY, GEORGE MEMBER 10/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SHOREPOINT CAPITAL PARTNERS LLC MEMBER direct 2009-10-01

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