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CRD 301128
NEPTUNE BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SHORELINE EQUITY PARTNERS FUND II, LP | Private Equity Fund | $503M | Mar 25, 2024 | 41 | Mar 31, 2023 | reported | 021-467143 |
| SHORELINE EQUITY PARTNERS FUND, L.P. | Private Equity Fund | $391M | Mar 25, 2024 | 23 | May 16, 2019 | reported | 021-338238 |
| SHORELINE EQUITY PARTNERS PARALLEL FUND, L.P. | Private Equity Fund | $13.6M | Mar 25, 2024 | 1 | May 16, 2019 | reported | 021-338241 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FRANZ, PETER, BRETT | Partner | C | yes | 03/2019 | Jun 27, 2020 | Mar 25, 2024 |
| GIDDENS, DANIEL, W | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | Na | yes | 03/2023 | Mar 31, 2023 | Mar 25, 2024 |
| HAND, MICHAEL, BAKER | MANAGING PARTNER | D | yes | 03/2019 | Jun 27, 2020 | Mar 25, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SHORELINE EQUITY PARTNERS FUND GP II, LP | n/a | n/a | n/a | Y | yes | n/a |
| SHORELINE EQUITY PARTNERS FUND GP, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $815M | $815M | 23 | 18 | 1 | 3 | n/a |
| 2024 | Mar 25, 2025 | $925M | $925M | 21 | 13 | 0 | 3 | n/a |
| 2023 | Mar 25, 2024 | $907M | $907M | 21 | 13 | 0 | 3 | $907M |
| 2022 | Mar 31, 2023 | $1.0B | $1.0B | 15 | 11 | 0 | 3 | $416M |
| 2021 | Mar 31, 2022 | $379M | $379M | 11 | 7 | 0 | 2 | $379M |
| 2020 | Mar 31, 2021 | $324M | $324M | 11 | 7 | 0 | 2 | $324M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $815M | $925M | -11.9% | $1.0B | -6.7% | 23 | 21 | 1 | 0 |