Shoreline Equity Partners, LLC
● SEC registered since 2020CRD 301128SEC# 801-119168Neptune Beach, FL
Ranks #3,262 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$815.2M
Fund GAV
$815.2M
Private funds
3
Employees
23
Accounts
5
Location
Neptune Beach, FL
Shoreline Equity Partners, LLC assets under management
Shoreline Equity Partners, LLC is an SEC-registered investment adviser based in Neptune Beach, FL. The firm has been registered since 2020. It reports $815.2 million in regulatory assets under management and employs 23 people. Shoreline Equity Partners, LLC manages 3 private funds with combined gross assets of $815.2 million, including Shoreline Equity Partners Fund II, LP. By regulatory assets, it ranks 3,262 of 6,004 private fund managers.
Shoreline Equity Partners, LLC private funds
3 funds · $815.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Shoreline Equity Partners Fund II, LP | Private Equity | $511.4M | $5M |
| Shoreline Equity Partners Fund, L.P. | Private Equity | $294.2M | $5M |
| Shoreline Equity Partners Parallel Fund, L.P. | Private Equity | $9.6M | $5M |
Shoreline Equity Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel W Giddens Control | Chief Compliance Officer / Chief Financial Officer | Under 5% | 2023 |
| Michael Baker Hand Control | Managing Partner | 50-75% | 2019 |
| Peter Brett Franz Control | Partner | 25-50% | 2019 |
Frequently asked questions
How much does Shoreline Equity Partners, LLC manage?
Shoreline Equity Partners, LLC reports $815.2 million in regulatory assets under management on its Form ADV.
How many private funds does Shoreline Equity Partners, LLC manage?
Shoreline Equity Partners, LLC manages 3 private funds with combined gross assets of $815.2 million.
How many employees does Shoreline Equity Partners, LLC have?
Shoreline Equity Partners, LLC reports 23 employees.
Where is Shoreline Equity Partners, LLC located?
Shoreline Equity Partners, LLC is based in Neptune Beach, FL and has been SEC-registered since 2020.
Does Shoreline Equity Partners, LLC disclose fund performance?
Shoreline Equity Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 310 3rd Street, Suite 301, Neptune Beach, FL 32266 |
| Phone | 904-222-6540 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$815.2M▼ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
AUM vs fund managersTop 54%
Larger than 46% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$815.2Mregulatory AUM
Discretionary $815.2M
Service providers
Auditor
Custodian
Administrator