DFX Intelligence

Data Factory

Shorepoint Capital Partners LLC

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:e9926f95-0a0d-428c-ba61-01ce746bfb92

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 6:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 121
Dated events: 23
On other graphs: 0
Observed: n/a to n/a

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Adam Kint	VP of Advisors, Financial Advisor	leadership	senior	n/a	yes	fact
Adam Peters	Financial Advisor	other	unknown	n/a	yes	fact
Alexis Dunbar	Senior Associate Advisor	other	unknown	n/a	yes	fact
Allegra Swan	Financial Advisor	other	unknown	n/a	yes	fact
Allison Scoggin	Partner Advisor	leadership	senior	n/a	yes	fact
Alyse Dominguez	Financial Advisor	other	unknown	n/a	yes	fact
Amy Bertle	Financial Advisor	other	unknown	n/a	yes	fact
Britton Riley	Financial Advisor	other	unknown	n/a	yes	fact
David Gilreath	Partner Advisor	leadership	senior	n/a	yes	fact
David Johanson	Partner Advisor	leadership	senior	n/a	yes	fact
Elizabeth Clayton	Associate Advisor	other	unknown	n/a	yes	fact
Eric Chetwood	Partner Advisor	leadership	senior	n/a	yes	fact
Eric Henry	Financial Advisor	other	unknown	n/a	yes	fact
Gary Krasnov	Financial Advisor	other	unknown	n/a	yes	fact
Greg Phelps	Partner Advisor	leadership	senior	n/a	yes	fact
Jing Chen	Financial Advisor	other	unknown	n/a	yes	fact
John M. Selzer, Jr.	Partner Advisor	leadership	senior	n/a	yes	fact
Andy Shafer	Financial Advisor	other	unknown	n/a	yes	fact
Ashley Lareau	Senior Associate Advisor	other	unknown	n/a	yes	fact
Austin McDaniel	Partner Advisor	leadership	senior	n/a	yes	fact
B. Brandon Mackie	Financial Advisor	other	unknown	n/a	yes	fact
Beau McGuire	Financial Advisor	other	unknown	n/a	yes	fact
Brent Walker	Partner Advisor	leadership	senior	n/a	yes	fact
Candace Stogin	Financial Advisor	other	unknown	n/a	yes	fact
Kevin Raposo	Research Analyst	operations	unknown	n/a	yes	fact

Relationships

showing 80 of 121

Employs (80)

→ Matt De GarmoPersonFinancial Advisor
factThe subject's own site
→ Mark ShonePersonPartner Advisor
factThe subject's own site
→ Mark SalzingerPersonPartner Advisor
factThe subject's own site
→ Mark RubeyPersonFinancial Advisor
factThe subject's own site
→ Maria FoppianoPersonFinancial Advisor
factThe subject's own site
→ Lynda TuPersonFinancial Advisor
factThe subject's own site
→ Luis RaposoPersonPartner Advisor
factThe subject's own site
→ Lori ShermanPersonPartner Advisor
factThe subject's own site
→ Logan SwallowPersonAssociate Advisor
factThe subject's own site
→ Lisa FulcoPersonFinancial Advisor
factThe subject's own site
→ Leonardo BojorquezPersonFinancial Advisor
factThe subject's own site
→ Laurie IngwersenPersonPartner Advisor
factThe subject's own site
→ Laurie HadleyPersonFinancial Advisor
factThe subject's own site
→ Lauren HeimanPersonFinancial Advisor
factThe subject's own site
→ Laura GustafsonPersonSenior Associate Advisor
factThe subject's own site
→ Kyle KadishPersonFinancial Advisor
factThe subject's own site
→ Kyle HaywoodPersonAssociate Advisor
factThe subject's own site
→ Kyle HarveyPersonFinancial Advisor
factThe subject's own site
→ Kirk HudsonPersonPartner Advisor
factThe subject's own site
→ Kimberly Van HouttePersonFinancial Advisor
factThe subject's own site
→ Kiana MasonPersonAssociate Advisor
factThe subject's own site
→ Kevin SpaffordPersonPartner Advisor
factThe subject's own site
→ Kevin DuffyPersonFinancial Advisor
factThe subject's own site
→ Kent EricksonPersonFinancial Advisor
factThe subject's own site
→ Kelly RichardsPersonPartner Advisor
factThe subject's own site
→ Kelly JandreauPersonFinancial Advisor
factThe subject's own site
→ Kathleen CarpenterPersonPartner Advisor
factThe subject's own site
→ Karl PetersenPersonDirector of Business Development
factThe subject's own site
→ Justin BurrowPersonPartner Advisor
factThe subject's own site
→ Jude McDanielPersonPartner Advisor
factThe subject's own site
and 50 more

Dated events

23 bookkeeping events (roster, classification and holdings changes) folded below

Show 23 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Shorepoint Capital Partners LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (the office describes itself as a not family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Shorepoint Capital Partners LLC files Form 13F (non_adviser_filer, $437,376,349 in 189 positions)
Occurred
Oct 3, 2025
Shorepoint Capital Partners LLC reported $502,756,837 across 184 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Shorepoint Capital Partners LLC increased Cohen & Steers Etf Trust 197,193 -> 294,568 shares ($4,955,449 -> $7,655,811)
Occurred
Sep 30, 2025
Shorepoint Capital Partners LLC increased Vertiv Holdings Co 12,943 -> 30,456 shares ($934,496 -> $4,594,585)
Occurred
Sep 30, 2025
Shorepoint Capital Partners LLC reduced Deere & Co 8,461 -> 1,585 shares ($3,971,006 -> $724,757)
Occurred
Sep 30, 2025
Shorepoint Capital Partners LLC opened a $3,041,925 position in American Tower Corp New (15,817 shares)
Occurred
Sep 30, 2025
Shorepoint Capital Partners LLC opened a $2,501,148 position in CME Group Inc (9,257 shares)
Occurred
Sep 30, 2025
Shorepoint Capital Partners LLC exited Target Corp (was $2,795,074, 26,783 shares)
Occurred
Sep 30, 2025
Shorepoint Capital Partners LLC exited United Parcel Service Inc (was $2,145,244, 19,504 shares)
Occurred
Sep 30, 2025
Shorepoint Capital Partners LLC exited Lyondellbasell Industries N (was $2,581,005, 36,662 shares)
Occurred
Sep 30, 2025
Shorepoint Capital Partners LLC increased Procter and Gamble Co 1,555 -> 15,053 shares ($265,003 -> $2,312,893)
Occurred
May 13, 2025
Shorepoint Capital Partners LLC reported $441,964,695 across 190 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Shorepoint Capital Partners LLC opened a $4,955,449 position in Cohen & Steers Etf Trust (197,193 shares)
Occurred
Mar 31, 2025
Shorepoint Capital Partners LLC reduced Constellation Brands Inc 13,522 -> 9,023 shares ($2,988,455 -> $1,655,978)
Occurred
Mar 31, 2025
Shorepoint Capital Partners LLC opened a $2,246,716 position in Nextera Energy Inc (31,693 shares)
Occurred
Mar 31, 2025
Shorepoint Capital Partners LLC reduced Unitedhealth Group Inc 5,633 -> 3,589 shares ($2,849,509 -> $1,879,739)
Occurred
Mar 31, 2025
Shorepoint Capital Partners LLC exited AES Corp (was $2,072,418, 161,027 shares)
Occurred
Mar 31, 2025
Shorepoint Capital Partners LLC exited Adobe Inc (was $2,747,966, 6,180 shares)
Occurred
Mar 31, 2025
Shorepoint Capital Partners LLC increased Dell Technologies Inc 33,028 -> 46,574 shares ($3,806,094 -> $4,245,194)
Occurred
Mar 31, 2025
Shorepoint Capital Partners LLC increased Nvidia Corporation 10,417 -> 26,316 shares ($1,398,933 -> $2,852,089)
Occurred
Mar 31, 2025
Shorepoint Capital Partners LLC increased Target Corp 19,553 -> 26,783 shares ($2,643,175 -> $2,795,074)
Occurred
Feb 14, 2025
Shorepoint Capital Partners LLC reported $437,376,349 across 189 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (office website), 1 office address (Form 13F), 1 website (office website) · as of 2026-09-12

Also named here, with no published line of their own (reach them through the firm): Matt De Garmo (Financial Advisor), Mark Shone (Partner Advisor), Mark Salzinger (Partner Advisor), Mark Rubey (Financial Advisor), Maria Foppiano (Financial Advisor), Lynda Tu (Financial Advisor), Luis Raposo (Partner Advisor), Lori Sherman (Partner Advisor), Logan Swallow (Associate Advisor), Lisa Fulco (Financial Advisor), Leonardo Bojorquez (Financial Advisor), Laurie Ingwersen (Partner Advisor).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:e9926f95-0a0d-428c-ba61-01ce746bfb92
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Shorepoint Capital Partners LLC

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:e9926f95-0a0d-428c-ba61-01ce746bfb92

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 6:00 AM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Adam Kint

VP of Advisors, Financial Advisor

leadership

senior

n/a

yes

fact

Adam Peters

Financial Advisor

other

unknown

n/a

yes

fact

Alexis Dunbar

Senior Associate Advisor

other

unknown

n/a

yes

fact

Allegra Swan

Financial Advisor

other

unknown

n/a

yes

fact

Allison Scoggin

Partner Advisor

leadership

senior

n/a

yes

fact

Alyse Dominguez

Financial Advisor

other

unknown

n/a

yes

fact

Amy Bertle

Financial Advisor

other

unknown

n/a

yes

fact

Britton Riley

Financial Advisor

other

unknown

n/a

yes

fact

David Gilreath

Partner Advisor

leadership

senior

n/a

yes

fact

David Johanson

Partner Advisor

leadership

senior

n/a

yes

fact

Elizabeth Clayton

Associate Advisor

other

unknown

n/a

yes

fact

Eric Chetwood

Partner Advisor

leadership

senior

n/a

yes

fact

Eric Henry

Financial Advisor

other

unknown

n/a

yes

fact

Gary Krasnov

Financial Advisor

other

unknown

n/a

yes

fact

Greg Phelps

Partner Advisor

leadership

senior

n/a

yes

fact

Jing Chen

Financial Advisor

other

unknown

n/a

yes

fact

John M. Selzer, Jr.

Partner Advisor

leadership

senior

n/a

yes

fact

Andy Shafer

Financial Advisor

other

unknown

n/a

yes

fact

Ashley Lareau

Senior Associate Advisor

other

unknown

n/a

yes

fact

Austin McDaniel

Partner Advisor

leadership

senior

n/a

yes

fact

B. Brandon Mackie

Financial Advisor

other

unknown

n/a

yes

fact

Beau McGuire

Financial Advisor

other

unknown

n/a

yes

fact

Brent Walker

Partner Advisor

leadership

senior

n/a

yes

fact

Candace Stogin

Financial Advisor

other

unknown

n/a

yes

fact

Kevin Raposo

Research Analyst

operations

unknown

n/a

yes

fact