Shoreline Equity Partners, LLC

Fee-Only (% of Portfolio)

Shoreline Equity Partners provides investment advisory services to privately offered pooled investment vehicles, focusing on private equity funds that make control investments in lower middle market companies, primarily in the Southeastern United States. Shoreline targets specialized manufacturing, distribution, and business and industrial services. Investments are typically done through buyouts, recapitalizations, and corporate divestitures. The Adviser does not tailor advisory services to the needs of individual investors.

Assets Under Management$930M
Clients5
AdvisorsN/A
Avg. per Client$190M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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