Full text of SHASTA PARTNERS, LLC's X-17A-5 filed 2026-05-28 (period 2026-03-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 **ANNUAL REPORTS FORM X-17A-S PART** Ill FACING PAGE 0MB APPROVAL 0MB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 SEC FILE NUMBER ~-(..S'''-s Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act **of** 1934 FILING FOR THE PERIOD BEGINNING \_ 4\_f\_1 f\_2\_ 5 \_\_\_\_\_ AND ENDING \_ 3\_/3\_1\_/\_2\_6 \_\_\_ \_ MM/DD/YY MM/DD/YY A. REGISTRANT IDENTIFICATION NAMEOFFIRM: SHASTA PARTNERS, LLC TYPE OF REGISTRANT (check all applicable boxes): ~ Broker-dealer □ Security-based swap dealer D Check here if respondent is also an OTC derivatives dealer D Major security-based swap participant ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 100 CAMBRIDGE STREET, 14TH FLOOR (No. and Street} BOSTON MA 02114 (City) (State) (Zip Code} PERSON TO CONTACT WITH REGARD TO THIS FILING GREGORY BURKUS 7819562435 GBURKUS@SHASTAPARTNERS.COM (Name) (Area Code-Telephone Number) (Email Address) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this·filing\* MILLER WACHMAN, LLP (Name-if individual, state last, first, and middle name) 100 CAMBRIDGE STREET BOSTON MA 02114 (Address) (City) (State) (Zip Code} 11/22/2003 566 T""-·" **~00 .. ,e,~~, ""'°"'""'""ONLY** ,~. **"""""00** ·-· ··-····1 • daims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances retied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(l)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid 0MB control number. {1}------------------------------------------------ #### OATH OR AFFIRMATION | | swear (or affirm) that, to the best of my knowledge and belief, the<br>I, GREGORY BURKUS | | | |--------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--|--| | | ort…Read the full text as markdown