SHORELINE EQUITY PARTNERS, LLC
Firm details
- Headquarters
- NEPTUNE BEACH, Florida
- CRD number
- 301128
- Registered since
- July 29, 2020
- Website
- shorelineequitypartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DANIEL GIDDENS
Chief Financial Officer & Chief Compliance OfficerCRD 6192714
Contacts
2 of 2MICHAEL HAND
Co-Founder and Managing PartnerCRD 4242640
PETER FRANZ
Co-Founder & PartnerCRD 1621677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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