SHOREVIEW INDUSTRIES V, LLC
Legal name: SHOREVIEW INDUSTRIES II, LLC
CRD #156686 SEC #801-73173 MINNEAPOLIS, MN 612-436-4280
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
18
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $0 | 18 | 0 |
| Jan 2025 | $1.1B | $1.1B | $0 | 19 | 0 |
| Jun 2024 | $1.1B | $1.1B | $0 | 19 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 19 | 0 |
| Mar 2023 | $973.7M | $973.7M | $0 | 19 | 0 |
| Mar 2022 | $1B | $1B | $0 | 19 | 0 |
| Mar 2021 | $997.8M | $997.8M | $0 | 17 | 0 |
| Mar 2020 | $960.7M | $960.7M | $0 | 17 | 0 |
| Jul 2019 | $694M | $694M | $0 | 16 | 0 |
| Jun 2019 | $694M | $694M | $0 | 16 | 0 |
| Mar 2019 | $694M | $694M | $0 | 16 | 0 |
| Mar 2018 | $647M | $647M | $0 | 17 | 0 |
| Mar 2017 | $673.8M | $673.8M | $0 | 14 | 1 |
| Mar 2016 | $828.9M | $828.9M | $0 | 15 | 1 |
| Mar 2015 | $778.8M | $778.8M | $0 | 16 | 1 |
| Nov 2014 | $773.4M | $773.4M | $0 | 16 | 1 |
| Mar 2014 | $773.4M | $773.4M | $0 | 16 | 1 |
| Mar 2013 | $414.5M | $414.5M | $0 | 16 | 1 |
| Feb 2012 | $450.3M | $450.3M | $0 | -- | 1 |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateJun 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$973.7M
Discretionary$973.7M
Non-Disc.$0
Employees19
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$997.8M
Discretionary$997.8M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$960.7M
Discretionary$960.7M
Non-Disc.$0
Employees17
Clients0
DateJul 2019
Total AUM$694M
Discretionary$694M
Non-Disc.$0
Employees16
Clients0
DateJun 2019
Total AUM$694M
Discretionary$694M
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$694M
Discretionary$694M
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$647M
Discretionary$647M
Non-Disc.$0
Employees17
Clients0
DateMar 2017
Total AUM$673.8M
Discretionary$673.8M
Non-Disc.$0
Employees14
Clients1
DateMar 2016
Total AUM$828.9M
Discretionary$828.9M
Non-Disc.$0
Employees15
Clients1
DateMar 2015
Total AUM$778.8M
Discretionary$778.8M
Non-Disc.$0
Employees16
Clients1
DateNov 2014
Total AUM$773.4M
Discretionary$773.4M
Non-Disc.$0
Employees16
Clients1
DateMar 2014
Total AUM$773.4M
Discretionary$773.4M
Non-Disc.$0
Employees16
Clients1
DateMar 2013
Total AUM$414.5M
Discretionary$414.5M
Non-Disc.$0
Employees16
Clients1
DateFeb 2012
Total AUM$450.3M
Discretionary$450.3M
Non-Disc.$0
Employees--
Clients1