# Shoreline Equity Partners, LLC

> Shoreline Equity Partners, LLC is an SEC-registered investment advisory firm in Neptune Beach, FL, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 301128
- Filed as: SHORELINE EQUITY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Neptune Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301128
- AdvisorCensus page: https://advisorcensus.com/firm/shoreline-equity-partners-llc-neptune-beach-fl-301128

## Quick answers

**How is Shoreline Equity Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Shoreline Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Shoreline Equity Partners, LLC located?**
Shoreline Equity Partners, LLC's principal office is in Neptune Beach, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Shoreline Equity Partners, LLC registered with the SEC or a state?**
Shoreline Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 301128.

**How much does Shoreline Equity Partners, LLC manage?**
Shoreline Equity Partners, LLC reports $815,165,048 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Shoreline Equity Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Shoreline Equity Partners, LLC: Regulatory assets under management: $324,461,956 in the October 2021 data and $815,165,048 in the October 2026 data, up 151%. Total employees: 11 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shoreline Equity Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Shoreline Equity Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301128

**Does Shoreline Equity Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "The Funds have a minimum investment capital commitment amount of $5 million. However, the General Partner reserves the right in its sole discretion to waive the minimum investment capital commitment amount as set forth in the Governing Documents of each Fund."

**What changed in Shoreline Equity Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 13 to 18. Regulatory assets under management went from $925,093,125 to $815,165,048 (-12%). Added an office in Atlanta, GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> The Funds have a minimum investment capital commitment amount of $5 million. However, the General Partner reserves the right in its sole discretion to waive the minimum investment capital commitment amount as set forth in the Governing Documents of each Fund.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $815,165,048
- Discretionary: $815,165,048
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $815,165,048 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 23 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA

### Websites listed on Form ADV (Item 1.I)
- shorelineequitypartners.com
- LinkedIn @shoreline-equity-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $324,461,956 | 11 | March 31, 2021 |
| October 2022 | $379,420,309 | 11 | March 31, 2022 |
| October 2023 | $1,004,464,825 | 15 | March 31, 2023 |
| October 2024 | $907,044,512 | 21 | March 25, 2024 |
| October 2025 | $925,093,125 | 21 | March 25, 2025 |
| October 2026 | $815,165,048 | 23 | March 26, 2026 |

Regulatory assets under management: $324,461,956 in the October 2021 data and $815,165,048 in the October 2026 data, up 151%.
Total employees: 11 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 13 to 18.
- Regulatory assets under management went from $925,093,125 to $815,165,048 (-12%).
- Added an office in Atlanta, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shoreline Equity Partners, LLC (CRD 301128): Form ADV filing data as of October 2026.