Wesley James Shifrin

Employer firm

Homestake Venture Partners LLC CRD 288161

$2.95M regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 09/2016
  Wildland Trekking Company
  Bozeman, MT
• 06/2016 → 10/2016
  Northfork Financial Llc
  Bozeman, MT
• 10/2016 → 12/2016
  Northfork Financial Llc
  Bozeman, MT
• 12/2016 → Present
  Northfork Financial Llc
  Bozeman, MT
• 07/2017 → 01/2018
  Homestake Venture Partners Llc
  Bozeman, MT
• 01/2018 → Present
  Homestake Venture Partners Llc
  Bozeman, MT

Other Businesses

I am currently employed as an investment adviser representative with Northfork Financial LLC (Northfork) and HomeStake Venture Partners LLC (HomeStake). Northfork and HomeStake are both registered investment advisers located in Bozeman, MT (at the same physical location). I began working with Northfork in June 2016 and HomeStake in 2017. In 2022 I became a Partner and Advisor for NorthFork. I devote ~ 156 hours per month (during trading and non-trading hours) to my Northfork duties which include managing our client's investment portfolios and talking with clients about their investments. I devote ~ 4 hours per month (during trading and non-trading hours) to my HomeStake duties which include managing ongoing portfolio investments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-21

Designations

• Chartered Financial Analyst

Other Names

• Wes Shifrin