Wesley Shifrin is a CFA-designated registered investment advisor at Homestake Venture Partners LLC, based in Bozeman, MT, with 9 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HomeStake Venture Partners LLC does not charge a percentage of the fund’s total assets or receive carried interest. Instead, they invoice the SPV for the exact expenses incurred in providing services. They do not profit from their operational services or from services provided to the investment opportunity.
Location
201 S. Wallace Ave., Suite B3F, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wesley works as an investment adviser representative with Northfork Financial LLC, dedicating nearly full-time hours to managing client portfolios. He also spends minimal time per month with HomeStake Venture Partners LLC, managing ongoing portfolio investments.
Employment History
Current Registrations
Homestake Venture Partners LLC
Northfork Advisors
State Registrations1 state
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