Shorepath Capital Management LLC

Shorepath Capital Management LLC, established in 2012, is a registered investment adviser based in Evanston, IL. The firm specializes in providing investment advisory services to a private fund and separately managed accounts. Led by principal owner Patrick Scott Wallace, the firm manages portfolios for individuals and institutions on a discretionary basis. Shorepath aims to outperform equity benchmarks while dynamically managing market exposure to protect capital during turbulent times. The firm conducts fundamental research and analysis to support investment decisions, primarily focusing on publicly traded equity securities. Clients have the option to impose restrictions on investing in certain securities. Shorepath currently manages $62 million in assets, with a minimum account size of $5 million for separately managed accounts and $500,000 for the private fund. Fees include a 1% management fee and performance-based fees for qualified clients. The firm operates as a fiduciary, prioritizing clients' interests and addressing potential conflicts transparently. Clients receive regular account reviews and have the option to direct brokerage practices. Shorepath emphasizes fair and equitable allocation of investment opportunities among clients.