AdvisorOS Directory
Claim Profile
KS

Kyle Shonak

PATHLIGHT CAPITAL LP·HINGHAM, Massachusetts
Unclaimed Profile
18 SHIPYARD DRIVE, HINGHAM, MA 02043CRD# 6148876Firm CRD# 291106
01

About

Kyle Shonak is a registered financial advisor based in HINGHAM, Massachusetts, affiliated with PATHLIGHT CAPITAL LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PATHLIGHT CAPITAL LP
PATHLIGHT CAPITAL
AUM
$2.8B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at PATHLIGHT CAPITAL LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION BASED FEES
Regulatory
SEC/IARD CRD# 6148876
Firm CRD# 291106
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HINGHAM?

Browse all registered financial advisors in HINGHAM, Massachusetts or claim this profile if it's yours.

Browse HINGHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kyle Shonak offer?
Kyle Shonak specializes in Retirement Planning. Contact their office in HINGHAM, Massachusetts for a consultation.
What are Kyle Shonak's credentials?
Kyle Shonak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Shonak located?
Kyle Shonak is based in HINGHAM, Massachusetts, working with PATHLIGHT CAPITAL LP. Their office serves clients in the HINGHAM metropolitan area and surrounding communities.
How does Kyle Shonak charge for services?
Kyle Shonak's firm is compensated through percentage of aum, performance-based fees, other: transaction based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATHLIGHT CAPITAL LP?
PATHLIGHT CAPITAL LP has approximately 25 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HINGHAM
Angela Squarcia — ONE CHARLES PRIVATE WEALTH, LLCDonald Gage Scammell — TRUE HEDGE LLCNicolas Elliott Carter — CASTLE ISLAND MANAGEMENT, LLCPaul Alan Mullare — PATRIOT MULLARE ASSOCIATESAmitabh Chandra — CROW POINT PARTNERS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile