SUNCOAST EQUITY MANAGEMENT, LLC
CRD #108289 SEC #801-62262 TAMPA, FL (813) 963-0502
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
20
Clients
0
Accounts
810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.9B | $1.9B | $0 | 20 | 0 |
| Mar 2025 | $1.9B | $1.9B | $0 | 20 | 0 |
| Jun 2024 | $1.4B | $1.4B | $0 | 16 | 0 |
| Jun 2024 | $1.4B | $1.4B | $0 | 16 | 0 |
| May 2024 | $1.4B | $1.4B | $0 | 16 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 16 | 0 |
| Oct 2023 | $840.6M | $840.6M | $0 | 16 | 0 |
| Aug 2023 | $840.6M | $840.6M | $0 | 16 | 0 |
| Mar 2023 | $840.6M | $840.6M | $0 | 16 | 0 |
| May 2022 | $1.1B | $1.1B | $0 | 14 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 14 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 14 | 0 |
| Mar 2021 | $850.2M | $850.2M | $0 | 10 | 0 |
| May 2020 | $583.5M | $583.5M | $0 | 10 | 0 |
| May 2020 | $583.5M | $583.5M | $0 | 9 | 0 |
| Mar 2020 | $583.5M | $583.5M | $0 | 9 | 0 |
| Oct 2019 | $422.2M | $422.2M | $0 | 9 | 0 |
| Mar 2019 | $422.2M | $422.2M | $0 | 8 | 0 |
| Apr 2018 | $402.3M | $402.3M | $0 | 7 | 0 |
| Apr 2018 | $402.3M | $402.3M | $0 | 7 | 0 |
| Mar 2018 | $402.3M | $402.3M | $0 | 7 | 0 |
| Mar 2018 | $402.3M | $402.3M | $0 | 7 | 0 |
| Mar 2018 | $402.3M | $402.3M | $0 | 7 | 0 |
| Aug 2017 | $353.7M | $353.7M | $0 | 7 | 323 |
| Jul 2017 | $353.7M | $353.7M | $0 | 7 | 323 |
| Mar 2017 | $353.7M | $353.7M | $0 | 7 | 323 |
| Mar 2017 | $353.7M | $353.7M | $0 | 7 | 323 |
| Mar 2017 | $353.7M | $353.7M | $0 | 7 | 323 |
| Mar 2017 | $353.7M | $353.7M | $0 | 7 | 251 |
| Feb 2017 | $300.7M | $300.7M | $0 | 7 | 300 |
| Aug 2016 | $300.7M | $300.7M | $0 | 5 | 300 |
| Feb 2016 | $300.7M | $300.7M | $0 | 4 | 300 |
| Oct 2015 | $258.8M | $258.8M | $0 | 4 | 300 |
| Sep 2015 | $258.8M | $258.8M | $0 | 4 | 300 |
| Apr 2015 | $258.8M | $258.8M | $0 | 4 | 300 |
| Mar 2015 | $258.8M | $258.8M | $0 | 4 | 300 |
| Feb 2015 | $229.3M | $229.3M | $0 | 4 | 300 |
| Jan 2015 | $229.3M | $229.3M | $0 | 4 | 300 |
| Oct 2014 | $199.7M | $199.7M | $0 | 4 | 300 |
| Oct 2014 | $163.8M | $163.8M | $0 | 4 | 100 |
| Jun 2014 | $163.8M | $163.8M | $0 | 5 | 100 |
| May 2014 | $163.8M | $163.8M | $0 | 4 | 100 |
| Apr 2014 | $163.8M | $163.8M | $0 | 2 | 100 |
| Mar 2014 | $163.8M | $163.8M | $0 | 3 | 100 |
| Mar 2014 | $163.8M | $163.8M | $0 | 3 | 100 |
| Oct 2013 | $141M | $141M | $0 | 3 | 119 |
| Jul 2013 | $129.3M | $129.3M | $0 | 3 | 119 |
| Jul 2013 | $129.3M | $129.3M | $0 | 3 | 119 |
| Apr 2013 | $124.4M | $124.4M | $0 | 3 | 119 |
| Mar 2013 | $109.6M | $109.6M | $0 | 3 | 119 |
| May 2012 | $95.5M | $95.5M | $0 | 1 | 26 |
| Apr 2012 | $90.3M | $90.3M | $0 | 1 | 26 |
| Apr 2012 | $90.3M | $90.3M | $0 | 1 | 26 |
| Feb 2012 | $75.6M | $75.6M | $0 | 1 | 26 |
| Nov 2011 | $75.6M | $75.6M | $0 | 1 | 26 |
| Nov 2011 | $75.6M | $75.6M | $0 | 1 | 26 |
| Jan 2011 | $91.1M | $76.7M | $14.4M | 5 | -- |
| Mar 2008 | $153.6M | $152.8M | $750K | 5 | -- |
| Sep 2007 | $148.5M | $147.5M | $1M | 5 | -- |
| Mar 2007 | $148.5M | $147.5M | $1M | 5 | -- |
| Mar 2006 | $138.3M | $137.3M | $921.1K | 5 | -- |
| Nov 2005 | $113.2M | $109.3M | $3.9M | 5 | -- |
| Apr 2004 | $47.9M | $47.9M | $0 | 5 | -- |
DateApr 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients0
DateJun 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateJun 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateMay 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateOct 2023
Total AUM$840.6M
Discretionary$840.6M
Non-Disc.$0
Employees16
Clients0
DateAug 2023
Total AUM$840.6M
Discretionary$840.6M
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$840.6M
Discretionary$840.6M
Non-Disc.$0
Employees16
Clients0
DateMay 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$850.2M
Discretionary$850.2M
Non-Disc.$0
Employees10
Clients0
DateMay 2020
Total AUM$583.5M
Discretionary$583.5M
Non-Disc.$0
Employees10
Clients0
DateMay 2020
Total AUM$583.5M
Discretionary$583.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$583.5M
Discretionary$583.5M
Non-Disc.$0
Employees9
Clients0
DateOct 2019
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$422.2M
Discretionary$422.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2018
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees7
Clients0
DateAug 2017
Total AUM$353.7M
Discretionary$353.7M
Non-Disc.$0
Employees7
Clients323
DateJul 2017
Total AUM$353.7M
Discretionary$353.7M
Non-Disc.$0
Employees7
Clients323
DateMar 2017
Total AUM$353.7M
Discretionary$353.7M
Non-Disc.$0
Employees7
Clients323
DateMar 2017
Total AUM$353.7M
Discretionary$353.7M
Non-Disc.$0
Employees7
Clients323
DateMar 2017
Total AUM$353.7M
Discretionary$353.7M
Non-Disc.$0
Employees7
Clients323
DateMar 2017
Total AUM$353.7M
Discretionary$353.7M
Non-Disc.$0
Employees7
Clients251
DateFeb 2017
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees7
Clients300
DateAug 2016
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees5
Clients300
DateFeb 2016
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees4
Clients300
DateOct 2015
Total AUM$258.8M
Discretionary$258.8M
Non-Disc.$0
Employees4
Clients300
DateSep 2015
Total AUM$258.8M
Discretionary$258.8M
Non-Disc.$0
Employees4
Clients300
DateApr 2015
Total AUM$258.8M
Discretionary$258.8M
Non-Disc.$0
Employees4
Clients300
DateMar 2015
Total AUM$258.8M
Discretionary$258.8M
Non-Disc.$0
Employees4
Clients300
DateFeb 2015
Total AUM$229.3M
Discretionary$229.3M
Non-Disc.$0
Employees4
Clients300
DateJan 2015
Total AUM$229.3M
Discretionary$229.3M
Non-Disc.$0
Employees4
Clients300
DateOct 2014
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees4
Clients300
DateOct 2014
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees4
Clients100
DateJun 2014
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees5
Clients100
DateMay 2014
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees4
Clients100
DateApr 2014
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees2
Clients100
DateMar 2014
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees3
Clients100
DateMar 2014
Total AUM$163.8M
Discretionary$163.8M
Non-Disc.$0
Employees3
Clients100
DateOct 2013
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees3
Clients119
DateJul 2013
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees3
Clients119
DateJul 2013
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees3
Clients119
DateApr 2013
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees3
Clients119
DateMar 2013
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees3
Clients119
DateMay 2012
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees1
Clients26
DateJan 2011
Total AUM$91.1M
Discretionary$76.7M
Non-Disc.$14.4M
Employees5
Clients--
DateMar 2008
Total AUM$153.6M
Discretionary$152.8M
Non-Disc.$750K
Employees5
Clients--
DateSep 2007
Total AUM$148.5M
Discretionary$147.5M
Non-Disc.$1M
Employees5
Clients--
DateMar 2007
Total AUM$148.5M
Discretionary$147.5M
Non-Disc.$1M
Employees5
Clients--
DateMar 2006
Total AUM$138.3M
Discretionary$137.3M
Non-Disc.$921.1K
Employees5
Clients--
DateNov 2005
Total AUM$113.2M
Discretionary$109.3M
Non-Disc.$3.9M
Employees5
Clients--
DateApr 2004
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees5
Clients--