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SHORELINE EQUITY PARTNERS, LLC
CRD 301128 · SEC 801-119168
310 3RD STREET, SUITE 301, NEPTUNE BEACH, FL, 32266, United States
Phone
904-222-6540
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$815.2M
Discretionary AUM
$815.2M
Team
23 total employees; 18 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $815.2M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD