Hedge Fund Database

SUNCOAST EQUITY MANAGEMENT, LLC

Adviser information for SUNCOAST EQUITY MANAGEMENT, LLC last updated from Form ADV on March 18th, 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 Florida, United States

Employees

Total Number of Employees 16
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,361 $1.4B
Non-Discretionary 0 $0
Total 1,361 $1.4B

Clients

Type Number RAUM
Individuals 635 $285.3M
HNW Individuals 145 $561.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 17 $18.6M
Charitable organizations <5 $343,110
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 27 $56.4M
Other 10 $442.5M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-62262
SEC ERA File Number 801-62262
SEC CIK Numbers 1315059
SEC CRD Numbers 108289
Legal Entity Identifier None

Principal Office

5550 W EXECUTIVE DR
SUITE 320
TAMPA
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (813) 963-0502, Fax: (813) 830-6062

Websites

www.linkedin.com/company/suncoast-equity-management-inc- www.suncoastequity.com

Chief Compliance Officer

ELLIOTT T. SHARP
5550 W EXECUTIVE DR
TAMPA
FL
United States
Tel: (813) 963-0502
Fax: SUITE 320
(Full email address available in API data)

Regulatory Contact

DONALD R. JOWDY
PRESIDENT
5550 W EXECUTIVE DR
TAMPA
FL
United States
Tel: (813) 963-0502
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
JOWDY, DONALD, ROBERT Individual – MANAGING MEMBER 09/1997 > 75%
SHARP, ELLIOTT, TAYLOR Individual – CHIEF COMPLIANCE OFFICER 03/2014 < 5%
MCNICHOL, DANIEL Individual – PRESIDENT 04/2020 < 5%
ORORKE, KENNETH, EUGENE Individual – CHIEF EXECUTIVE OFFICER 07/2021 < 5%

No. Employees, Historic

2010020192020202120222023202420259 on 10/2/20199 on 3/24/20209 on 5/1/20209 on 5/1/202010 on 5/20/202010 on 3/3/202114 on 3/28/202214 on 3/31/202214 on 5/5/202216 on 3/16/202316 on 8/29/202316 on 10/26/202316 on 3/18/2024

RAUM, Historic

2B1B02019202020212022202320242025422173718 on 10/2/2019583486835 on 3/24/2020583486835 on 5/1/2020583486835 on 5/1/2020583486835 on 5/20/2020850160087 on 3/3/20211091588569 on 3/28/20221091588569 on 3/31/20221091588569 on 5/5/2022840639208 on 3/16/2023840639208 on 8/29/2023840639208 on 10/26/20231364799575 on 3/18/2024

No. Clients, Historic

90045002019202020212022202320242025391 on 10/2/2019538 on 3/24/2020538 on 5/1/2020538 on 5/1/2020538 on 5/20/2020660 on 3/3/2021814 on 3/28/2022814 on 3/31/2022814 on 5/5/2022753 on 3/16/2023753 on 8/29/2023753 on 10/26/2023834 on 3/18/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACCENTURE PLC IRELAND SHS CLASS A 41M 135K 0
ADOBE INC COM 40M 72K 0
ALPHABET INC CAP STK CL A 29M 159K 0
ALPHABET INC CAP STK CL C 52M 286K 0
AMAZON COM INC COM 598K 3K 0
APPLE INC COM 53M 252K 0
AUTOMATIC DATA PROCESSING IN COM 25M 106K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 21M 51K 0
BOOKING HOLDINGS INC COM 46M 12K 0
BROADRIDGE FINL SOLUTIONS IN COM 5M 25K 0
BROWN & BROWN INC COM 1M 14K 0
CDW CORP COM 464K 2K 0
CENCORA INC COM 6M 26K 0
CHECK POINT SOFTWARE TECH LT ORD 359K 2K 0
CINTAS CORP COM 2M 3K 0
COPART INC COM 1M 27K 0
CORPAY INC COM SHS 1M 4K 0
DECKERS OUTDOOR CORP COM 1M 1K 0
DNP SELECT INCOME FD INC COM 211K 26K 0
EATON CORP PLC SHS 22M 71K 0
EDWARDS LIFESCIENCES CORP COM 875K 9K 0
ELI LILLY & CO COM 5M 6K 0
FAIR ISAAC CORP COM 2M 1K 0
FASTENAL CO COM 729K 12K 0
FEDEX CORP COM 717K 2K 0
FISERV INC COM 34M 230K 0
GENPACT LIMITED SHS 394K 12K 0
GRAINGER W W INC COM 29M 32K 0
HCI GROUP INC COM 269K 3K 0
HERSHEY CO COM 2M 9K 0
HOME DEPOT INC COM 536K 2K 0
HUBBELL INC COM 885K 2K 0
ICORECONNECT INC COM 32K 34K 0
IDEXX LABS INC COM 644K 1K 0
INTUIT COM 51M 77K 0
INVESCO QQQ TR UNIT SER 1 237K 495 0
ISHARES TR RUS 1000 GRW ETF 2M 7K 0
ISHARES TR CORE S&P500 ETF 316K 577 0
ITT INC COM 1M 10K 0
JOHNSON & JOHNSON COM 269K 2K 0
MARSH & MCLENNAN COS INC COM 3M 14K 0
MASTERCARD INCORPORATED CL A 31M 69K 0
MCDONALDS CORP COM 1M 5K 0
MCKESSON CORP COM 19M 32K 0
MEDPACE HLDGS INC COM 649K 2K 0
MERCK & CO INC COM 23M 182K 0
METTLER TOLEDO INTERNATIONAL COM 630K 451 0
MICROSOFT CORP COM 84M 188K 0
MIRA PHARMACEUTICALS INC COM 25K 40K 0
MSA SAFETY INC COM 1M 6K 0
NICE LTD SPONSORED ADR 1M 6K 0
NIKE INC CL B 13M 173K 0
NORTHWEST BANCSHARES INC MD COM 449K 39K 0
NVIDIA CORPORATION COM 73M 589K 0
PEPSICO INC COM 2M 15K 0
ROPER TECHNOLOGIES INC COM 752K 1K 0
SALESFORCE INC COM 36M 140K 0
SHERWIN WILLIAMS CO COM 4M 13K 0
SOUNDHOUND AI INC CLASS A COM 81K 20K 0
SPDR S&P 500 ETF TR TR UNIT 2M 3K 0
STERIS PLC SHS USD 679K 3K 0
STRYKER CORPORATION COM 43M 127K 0
TELOMIR PHARMACEUTICALS INC COM 117K 24K 0
TEXAS INSTRS INC COM 398K 2K 0
TJX COS INC NEW COM 4M 35K 0
TRACTOR SUPPLY CO COM 3M 10K 0
UNITED PARCEL SERVICE INC CL B 363K 3K 0
UNITEDHEALTH GROUP INC COM 33M 66K 0
VEEVA SYS INC CL A COM 604K 3K 0
VISA INC COM CL A 43M 162K 0
WESTERN ASSET HIGH INCOME OP COM 61K 16K 0