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Shoreline Equity Partners, LLC

● SEC registered since 2020CRD 301128SEC# 801-119168Neptune Beach, FL
Export (members)
Ranks #2,795 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$925.1M
Fund GAV
$925.1M
Private funds
3
Employees
21
Accounts
5
Location
Neptune Beach, FL

Shoreline Equity Partners, LLC assets under management

Shoreline Equity Partners, LLC is an SEC-registered investment adviser based in Neptune Beach, FL. The firm has been registered since 2020. It reports $925.1 million in regulatory assets under management and employs 21 people. Shoreline Equity Partners, LLC manages 3 private funds with combined gross assets of $925.1 million, including Shoreline Equity Partners Fund II, LP. By regulatory assets, it ranks 2,795 of 5,911 private fund managers.

Shoreline Equity Partners, LLC private funds

3 funds · $925.1M GAV
FundTypeGross assetsMin.
Shoreline Equity Partners Fund II, LPPrivate Equity$457.8M$5M
Shoreline Equity Partners Fund, L.P.Private Equity$451.8M$5M
Shoreline Equity Partners Parallel Fund, L.P.Private Equity$15.4M$5M

Shoreline Equity Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel W Giddens ControlChief Compliance Officer / Chief Financial OfficerUnder 5%2023
Michael Baker Hand ControlManaging Partner50-75%2019
Peter Brett Franz ControlPartner25-50%2019

Frequently asked questions

How much does Shoreline Equity Partners, LLC manage?

Shoreline Equity Partners, LLC reports $925.1 million in regulatory assets under management on its Form ADV.

How many private funds does Shoreline Equity Partners, LLC manage?

Shoreline Equity Partners, LLC manages 3 private funds with combined gross assets of $925.1 million.

How many employees does Shoreline Equity Partners, LLC have?

Shoreline Equity Partners, LLC reports 21 employees.

Where is Shoreline Equity Partners, LLC located?

Shoreline Equity Partners, LLC is based in Neptune Beach, FL and has been SEC-registered since 2020.

Does Shoreline Equity Partners, LLC disclose fund performance?

Shoreline Equity Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address310 3rd Street, Suite 301, Neptune Beach, FL 32266
Phone904-222-6540
Office hours8:00 a.m. - 6:00 p.m.
SEC regionMiami Regional Office (MIRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$925.1M
Non-discretionary$0
Total (RAUM)$925.1M