SHORELINE EQUITY PARTNERS, LLC
Adviser information for SHORELINE EQUITY PARTNERS, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 13 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $907.0M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $907.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $907.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-119168 |
|---|---|
| SEC ERA File Number | 801-119168 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 301128 |
| Legal Entity Identifier | None |
Principal Office
310 3RD STREETSUITE 301
NEPTUNE BEACH
FL
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 904-222-6540, Fax: None
Chief Compliance Officer
DANIEL GIDDENS
CHIEF FINANCIAL OFFICER
310 3RD STREET
SUITE 301
NEPTUNE BEACH
FL
United States
Tel:
(904) 222-6552
G******@**************************M
(Full email address available in API data)
Industry Affiliates
| SHORELINE EQUITY PARTNERS FUND GP II, LP | Sponsor, GP, manager of pooled investment vehicles |
| SHORELINE EQUITY PARTNERS FUND GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SHORELINE EQUITY PARTNERS FUND II, LP | Private Equity Fund | $502.9M | $5.0M | 41 |
| SHORELINE EQUITY PARTNERS FUND, L.P. | Private Equity Fund | $390.6M | $5.0M | 23 |
| SHORELINE EQUITY PARTNERS PARALLEL FUND, L.P. | Private Equity Fund | $13.6M | $5.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAND, MICHAEL, BAKER | Individual | – | MANAGING PARTNER | 03/2019 | 50-75% |
| FRANZ, PETER, BRETT | Individual | – | PARTNER | 03/2019 | 25-50% |
| GIDDENS, DANIEL, W | Individual | – | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | 03/2023 | < 5% |