SHORELINE EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$815M
Discretionary
$815M
100% of AUM
Avg account
$163M
Accounts
5
Employees
23
Advisory reps
3

Firm details

Headquarters
NEPTUNE BEACH, Florida
CRD number
301128
Registered since
July 29, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Shoreline Equity Partners, LLC is a private equity manager formed and SEC-registered in 2020 that focuses on advising pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of its funds, taking an active role in portfolio construction and manager selection within its private equity strategies. Shoreline charges a combination of percentage-of-AUM and performance-based fees and identifies as an active ESG investor, incorporating environmental, social and governance factors into its investment process. The business is structured as a limited liability company with an individual owner. It does not position itself as a capital allocator — instead it runs and manages private funds on behalf of institutional limited partners. Advisory activity centers on portfolio management for pooled vehicles rather than separate account management or fiduciary consulting services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DANIEL GIDDENS

    Chief Financial Officer & Chief Compliance OfficerCRD 6192714

Contacts

2 of 2
  • MICHAEL HAND

    Co-Founder and Managing PartnerCRD 4242640

  • PETER FRANZ

    Co-Founder & PartnerCRD 1621677

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEPTUNE BEACH, FL

DUVAL

Location

NEPTUNE BEACH, FL

Headquartered in NEPTUNE BEACH, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
DUVAL
Address
310 3rd St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth