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| Happy Holidays!! thanks for using AUM13F!! |
| Shoreline Equity Partners LLC
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|---|---|
| CRD # | 301128 |
| SEC # | 801-119168 |
| CIK # | |
| AUM | $925.1 M (2025-03-25) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Phone | 904-222-6540 |
| Address | 310 3rd Street Neptune Beach, FL 32266 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Shoreline Equity Partners Fund II LP | [2023-03-31] | 0.0 | 457.8 |
| PE | Shoreline Equity Partners Fund LP | [2019-05-16] | 248.2 | 451.8 |
| PE | Shoreline Equity Partners Parallel Fund LP | [2019-05-16] | 10.0 | 15.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 925.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 925.1 |
| By Discretionary | ||
| Discretionary | 5 | 925.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 925.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 925.1 | |
| Total | 5 | 925.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Hand | 26 | ||
| Peter Franz | 16 |
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VA | 0.9 |
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NY | 0.9 |