Shoreline Equity Partners, LLC
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Overview
Shoreline Equity Partners, LLC is a financial advisor firm that has its headquarters in Neptune Beach, Florida. The company has $1.0 billion in assets over five client accounts, placing it among the larger firms in the country by assets under management (AUM). Shoreline Equity Partners, LLC has a small group, including 11 financial advisors. Shoreline Equity Partners, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, options and stocks.
Shoreline Equity Partners, LLC administers all of its accounts in a discretionary manner. Discretionary management means that transaction judgments for the client's account are made by a portfolio manager without needing to seek the customer's permission. The company's average account size is $200.9 million. The average financial advisor at Shoreline Equity Partners, LLC manages fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's main office is located at 310 3Rd Street, Neptune Beach, Florida 32266. It is legally allowed to provide services to clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Shoreline Equity Partners, LLC by the Numbers
$1.0 billion
15
5
$200.9 million
Fee Structure
A financial advisor's fees depend on which service is offered. However, fee types charged by the firm most likely include any blend of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its five customers, Shoreline Equity Partners, LLC's biggest client by number of accounts is pooled investment vehicles. None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Shoreline Equity Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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