DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Shoreline Equity Partners, LLC
Shoreline Equity Partners, LLC
Private equity with venture activity · probableNeptune Beach, FLshorelineequitypartners.comSEC registered investment adviser
registered adviser; venture funds are 0% of 3 private funds
Importance
21
moderate
Active deployment
4
low
Emerging
0
low
Completeness
56
elevated
Freshness
100
high
Research priority
6
low
Identity and regulatory footprint
- Headquarters
- Neptune Beach, FLadviserinfo.sec.gov
- Office address
- 310 3RD STREET, SUITE 301, Neptune Beach, FL, 32266adviserinfo.sec.gov
- Business phone
- 904-222-6540adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 25, 2024
- Private funds reported
- 3 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $907Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $907Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 21
- business phone
- 904-222-6540adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
2 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Shoreline Equity Partners Fund, L.P. | Fund · ADV: Private Equity Fund | 2019 form d first sale | Mature | $391M Mar 25, 2024 | 23 | $248M | Dec 26, 2019 |
| Shoreline Equity Partners Parallel Fund, L.P. | Feeder or parallel · ADV: Private Equity Fund | 2019 form d first sale | Mature | $13.6M Mar 25, 2024 | 1 | $10.0M | Apr 26, 2019 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
4 current, 4 departed
Michael Baker Hand
Managing partnerManaging Partner · since Mar 1, 2019
Industry Expertise
OtherInvestment Parameters
Peter Brett Franz
PartnerPartner · since Mar 1, 2019
Daniel W Giddens
Platform and operationsChief Compliance Officer / Chief Financial Officer · since Mar 1, 2023
4 departed (kept with end dates)
- Jennifer Leigh Lada · Chief Compliance Officer / Chief Financial Officer · Nov 1, 2019 to Mar 31, 2023 Inference
- James Michael Brennan · Director Of Business Development · Mar 1, 2019 to Jun 27, 2020 Inference
- IAN Wirtz Garland · Vice President · Mar 1, 2019 to Jun 27, 2020 Inference
- Zachary Scott Mittelmark · Vice President · Mar 1, 2019 to Jun 27, 2020 Inference
Investments on record
1 edges, 1 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Mvpdesign | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
5 relationships from shared deals, counted for the whole firm
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
9 dated events
- Mar 31, 2023Jennifer Leigh Lada (Chief Compliance Officer / Chief Financial Officer) no longer on Schedule A of Shoreline Equity Partners, LLC
- Mar 1, 2023Daniel W Giddens joined Schedule A of Shoreline Equity Partners, LLC as Chief Compliance Officer / Chief Financial Officer
- Jun 27, 2020IAN Wirtz Garland (Vice President) no longer on Schedule A of Shoreline Equity Partners, LLC
- Jun 27, 2020Zachary Scott Mittelmark (Vice President) no longer on Schedule A of Shoreline Equity Partners, LLC
- Jun 27, 2020James Michael Brennan (Director Of Business Development) no longer on Schedule A of Shoreline Equity Partners, LLC
- Dec 1, 2019Jennifer Leigh Lada joined Schedule A of Shoreline Equity Partners, LLC as Chief Compliance Officer / Chief Financial Officer
- May 16, 2019Shoreline Equity Partners Parallel Fund, L.P. first reported on Form ADV by Shoreline Equity Partners LLC (Private Equity Fund), GAV $10,025,000Fund first reported on Form ADVFundsFactShoreline Equity Partners Parallel Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- May 16, 2019Shoreline Equity Partners Fund, L.P. first reported on Form ADV by Shoreline Equity Partners LLC (Private Equity Fund), GAV $103,648,469Fund first reported on Form ADVFundsFactShoreline Equity Partners Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- May 16, 2019Shoreline Equity Partners LLC first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 3 private funds
Evidence
32 observations from 2 sources