RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRENNAN, JAMES, MICHAELIDIRECTOR OF BUSINESS DEVELOPMENTNA Control
BRENNAN, JAMES, MICHAELIDIRECTOR OF BUSINESS DEVELOPMENTNA Control
BRENNAN, JAMES, MICHAELIDIRECTOR OF BUSINESS DEVELOPMENTNA Control
GARLAND, IAN, WIRTZIVICE PRESIDENT / CHIEF COMPLIANCE OFFICERNA Control
GARLAND, IAN, WIRTZIVICE PRESIDENTNA Control
GARLAND, IAN, WIRTZIVICE PRESIDENTNA Control
GIDDENS, DANIEL, WICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
GIDDENS, DANIEL, WICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
GIDDENS, DANIEL, WICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
LADA, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
LADA, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
LADA, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
LADA, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
LADA, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
LADA, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
LADA, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
LADA, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
LADA, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
MITTELMARK, ZACHARY, SCOTTIVICE PRESIDENTNA Control
MITTELMARK, ZACHARY, SCOTTIVICE PRESIDENTNA Control
MITTELMARK, ZACHARY, SCOTTIVICE PRESIDENTNA Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
HAND, MICHAEL, BAKERIMANAGING PARTNERD Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control
FRANZ, PETER, BRETTIPARTNERC Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (1)

FL

Address

310 3RD STREET
SUITE 301
NEPTUNE BEACH, FL 32266
United States
Phone: 904-222-6540