Suncoast Equity Management, LLC
● SEC registered since 2003CRD 108289SEC# 801-62262Tampa, FL
Reg. AUM
$2.11B
Employees
12
Accounts
1,951
Location
Tampa, FL
About Suncoast Equity Management
Suncoast Equity Management serves institutions and financial advisers through focused equity portfolios built with a systematic, bottom-up process. It emphasizes fundamental business analysis, margin of safety, disciplined portfolio management, and long-term client relationships.
Summary based on the firm’s website.
Suncoast Equity Management, LLC assets under management
Suncoast Equity Management, LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2003. It reports $2.1 billion in regulatory assets under management and employs 12 people.
Suncoast Equity Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel McNichol | President | Under 5% | 2020 |
| Donald Robert Jowdy Control | Managing Member | Over 75% | 1997 |
| Elliott Taylor Sharp | Chief Compliance Officer | Under 5% | 2014 |
| Kenneth Eugene Ororke | Chief Executive Officer | Under 5% | 2021 |
Frequently asked questions
How much does Suncoast Equity Management, LLC manage?
Suncoast Equity Management, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Suncoast Equity Management, LLC have?
Suncoast Equity Management, LLC reports 12 employees.
Where is Suncoast Equity Management, LLC located?
Suncoast Equity Management, LLC is based in Tampa, FL and has been SEC-registered since 2003.
Does Suncoast Equity Management, LLC disclose fund performance?
Suncoast Equity Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5550 W Executive Dr, Suite 320, Tampa, FL 33609 |
| Phone | (813) 963-0502 |
| Fax | (813) 830-6062 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.11B▲ 13%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,369 advisers
EmployeesTop 35%
More than 65% of 16,804 advisers
Assets under management
$2.11Bregulatory AUM
Discretionary $2.11B