SHORELINE EQUITY PARTNERS, LLC
CRD #301128 SEC #801-119168 NEPTUNE BEACH, FL 904-222-6540
SEC Registered Private Funds
Total AUM
$925.1M
Discretionary
$925.1M
Employees
21
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $925.1M | $925.1M | $0 | 21 | 0 |
| Mar 2024 | $907M | $907M | $0 | 21 | 0 |
| Mar 2023 | $1B | $1B | $0 | 15 | 0 |
| Dec 2022 | $379.4M | $379.4M | $0 | 15 | 0 |
| Dec 2022 | $379.4M | $379.4M | $0 | 11 | 0 |
| Mar 2022 | $379.4M | $379.4M | $0 | 11 | 0 |
| Mar 2021 | $324.5M | $324.5M | $0 | 11 | 0 |
| Jun 2020 | $359.3M | $359.3M | $0 | 9 | 0 |
DateMar 2025
Total AUM$925.1M
Discretionary$925.1M
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$907M
Discretionary$907M
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees15
Clients0
DateDec 2022
Total AUM$379.4M
Discretionary$379.4M
Non-Disc.$0
Employees15
Clients0
DateDec 2022
Total AUM$379.4M
Discretionary$379.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$379.4M
Discretionary$379.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$324.5M
Discretionary$324.5M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$359.3M
Discretionary$359.3M
Non-Disc.$0
Employees9
Clients0