RIA Intel›Advisers›Florida›SHORELINE EQUITY PARTNERS, LLC

SHORELINE EQUITY PARTNERS, LLC

Advisory

N·NEPTUNE BEACH, FL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$815M
1-Year AUM Growth
+2.0%
3-Year CAGR
+34.6%
Employees
18
Assets Under Management
Total AUM$815M
Discretionary AUM$815M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees18
Investment Advisers23
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingJun 27, 2020
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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