ShoreHaven Wealth Partners - aVenture Asset Manager Research
Location
Red Bank, NJ, US
Founded
2020
ShoreHaven Wealth Partners is an independent wealth management firm specializing in serving affluent multigenerational families. The firm focuses on simplifying the complexities of wealth management through custom-built financial plans designed to protect, grow, and transition wealth. Their approach is grounded in managing clients' goals and objectives.
While primarily a wealth management firm, ShoreHaven has made at least one venture investment in the seed stage. They participated in a $3.5 million funding round for Stackwell, demonstrating some interest in early-stage startups. The firm emphasizes compassion, trust, and integrity as core values, acting as a fiduciary advocate for their clients.
ShoreHaven Wealth Partners - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.
