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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

SHOREPOINT CAPITAL PARTNERS LLC

CRD 152087

NORWOOD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae67b83d-a886-ab0e-c759-2a021760a0a6

Data as of Mar 5, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 9
On other graphs: 1
Observed: Mar 28, 2012 to Mar 5, 2025
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Shorepoint Capital Partners LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $800MItem 5.F on the latest filing (2025-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $734M
Private client RAUM: $734MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,107
Individual clients: 208
High net worth clients: 175
SEC number: 801-70760
CRD: 152087
Filings on the tape: 29
First filed: Mar 28, 2012
Latest filed: Mar 5, 2025
Organised: Limited Liability Company, MA

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RAPOSO, LUIS, MANUEL	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	yes	10/2009	Mar 28, 2012	Feb 28, 2024
VANECH, TIMOTHY, GEORGE	Member	D	yes	10/2009	Mar 28, 2012	Feb 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 5, 2025	$800M	$734M	10	5	0	n/a	n/a
2023	Feb 28, 2024	$736M	$674M	10	7	0	n/a	n/a
2022	Mar 14, 2023	$618M	$591M	9	6	0	n/a	n/a
2021	Mar 18, 2022	$471M	$442M	7	4	0	n/a	n/a
2020	Mar 30, 2021	$383M	$359M	8	3	0	n/a	n/a
2019	Mar 30, 2020	$362M	$341M	8	3	0	n/a	n/a
2018	Mar 28, 2019	$320M	$302M	8	3	0	n/a	n/a
2017	Feb 22, 2018	$307M	$288M	7	3	0	n/a	n/a
2016	Feb 23, 2017	$236M	$216M	6	3	n/a	n/a	n/a
2015	Mar 9, 2016	$208M	$193M	5	2	n/a	n/a	n/a
2014	Mar 12, 2015	$210M	$196M	4	2	n/a	n/a	n/a
2013	Mar 21, 2014	$154M	$139M	4	2	n/a	n/a	n/a
2012	Mar 28, 2013	$114M	$101M	4	2	n/a	n/a	n/a
2011	Mar 28, 2012	$95.7M	$86.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	5	-5	n/a	0	0	0	0	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$800M	$736M	8.7%	$471M	19.3%	10	10	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALLWORTH FINANCIAL, L.P.	5	Oct 30, 2025	Nov 13, 2025	NORWOOD, MA	Firm absorbed	RIA to ibd	100.0%

Relationships

Moved with (1)

→ ALLWORTH FINANCIAL, L.P.Registered adviser5 advisors, firm absorbed, same day
Oct 30, 2025 to Nov 13, 2025factForm ADV

Registered with (7)

← Luis M RaposoAdvisorregistration: previous registration
Nov 18, 2009 to Oct 30, 2025factForm ADV
← Timothy George VanechAdvisorregistration: previous registration
Nov 18, 2009 to Oct 30, 2025factForm ADV
← Christopher Roger StuartAdvisorregistration: previous registration
Jul 11, 2022 to Oct 30, 2025factForm ADV
← Laura Lincoln GustafsonAdvisorregistration: previous registration
Mar 13, 2023 to Oct 30, 2025factForm ADV
← Ashley R LareauAdvisorregistration: previous registration
Jan 23, 2020 to Oct 30, 2025factForm ADV
← JOHN Stephen BARRETTAdvisorregistration: previous registration
Mar 13, 2018 to Mar 5, 2022factForm ADV
← RAYMOND ANDREW CHILDSAdvisorregistration: previous registration
Sep 2, 2016 to Feb 2, 2018factForm ADV

Controls (2)

← RAPOSO, LUIS, MANUELOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 28, 2012 to Feb 28, 2024factForm ADV
← VANECH, TIMOTHY, GEORGEOwnerMEMBER, ownership code D, individual
Mar 28, 2012 to Feb 28, 2024factForm ADV

Dated events

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

Occurred
Oct 30, 2025
Firm absorbed
Shorepoint Capital Partners LLC's advisors moved to Allworth Financial, L.P. (Norwood, MA): 5 of 5 registered, on the same day
Form ADVobserved 5 days ago
5 advisors
Occurred
Oct 30, 2025
Advisor changed firm
Christopher Roger Stuart left Shorepoint Capital Partners Llc for Allworth Financial, L.P. (registered 2025-11-13)
Form ADVobserved 5 days ago
Occurred
Oct 30, 2025
Advisor changed firm
Luis M Raposo left Shorepoint Capital Partners Llc for Allworth Financial, L.P. (registered 2025-11-13)
Form ADVobserved 5 days ago
Occurred
Oct 30, 2025
Advisor changed firm
Ashley R Lareau left Shorepoint Capital Partners Llc for Allworth Financial, L.P. (registered 2025-11-13)
Form ADVobserved 5 days ago
Occurred
Oct 30, 2025
Advisor changed firm
Timothy George Vanech left Shorepoint Capital Partners Llc for Allworth Financial, L.P. (registered 2025-11-13)
Form ADVobserved 5 days ago
Occurred
Oct 30, 2025
Advisor changed firm
Laura Lincoln Gustafson left Shorepoint Capital Partners Llc for Allworth Financial, L.P. (registered 2025-11-13)
Form ADVobserved 5 days ago
Occurred
Mar 14, 2023
Regulatory AUM changed
Shorepoint Capital Partners Llc reported RAUM $618.3M, up 31% from $471.0M (2022-12-14 to 2023-03-14)
Form ADVobserved 5 days ago
$147M
Occurred
Mar 5, 2022
Advisor changed firm
John Stephen Barrett left Shorepoint Capital Partners Llc for Arrowside Capital, Llc (registered 2025-07-10)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Dec 20, 2025
Shorepoint Capital Partners Llc no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $800.5M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae67b83d-a886-ab0e-c759-2a021760a0a6
First observed: Mar 28, 2012
Last observed: Mar 5, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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

CRD 152087

NORWOOD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae67b83d-a886-ab0e-c759-2a021760a0a6

Data as of Mar 5, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:00 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RAPOSO, LUIS, MANUEL

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

10/2009

Mar 28, 2012

Feb 28, 2024

VANECH, TIMOTHY, GEORGE

Member

yes

10/2009

Mar 28, 2012

Feb 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 5, 2025

$800M

$734M

n/a

2023

Feb 28, 2024

$736M

$674M

n/a

2022

Mar 14, 2023

$618M

$591M

n/a

2021

Mar 18, 2022

$471M

$442M

n/a

2020

Mar 30, 2021

$383M

$359M

n/a

2019

Mar 30, 2020

$362M

$341M

n/a

2018

Mar 28, 2019

$320M

$302M

n/a

2017

Feb 22, 2018

$307M

$288M

n/a

2016

Feb 23, 2017

$236M

$216M

n/a

2015

Mar 9, 2016

$208M

$193M

n/a

2014

Mar 12, 2015

$210M

$196M

n/a

2013

Mar 21, 2014

$154M

$139M

n/a

2012

Mar 28, 2013

$114M

$101M

n/a

2011

Mar 28, 2012

$95.7M

$86.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-5

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$800M

$736M

8.7%

$471M

19.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALLWORTH FINANCIAL, L.P.

Oct 30, 2025

Nov 13, 2025

NORWOOD, MA

Firm absorbed

RIA to ibd

100.0%