SHOREVIEW INDUSTRIES V, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$106M
Accounts
11
Employees
19
Advisory reps
2

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
156686
Registered since
February 15, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Shoreview Industries V, LLC operates as a private equity adviser that manages pooled investment vehicles on behalf of institutional investors. The firm’s advisory activity centers on acting as sponsor, general partner and managing member of private equity funds, running portfolio management for those pooled vehicles. Its fee model combines a percentage-of-assets charge with performance-based fees, aligning the firm’s compensation with fund returns. Shoreview is organized as a limited liability company and has been SEC-registered since 2012. The firm’s manager allocation interest is concentrated in private equity strategies. In addition to directly managing funds, Shoreview allocates capital through pooled structures and engages with third‑party private equity managers when appropriate. Institutional LPs make up the client base, and the adviser’s structure and roles indicate primary responsibilities in deal selection, portfolio oversight, and exit planning for private equity investments.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRIAN MOHER

    VP, Chief Compliance OfficerCRD 5894178

Contacts

1 of 1
  • JEFFREY MUDGE

    Founder and AdvisorCRD 5893948

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
311 7th Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth