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SHOREVIEW INDUSTRIES V, LLC

MINNEAPOLIS, MN · CRD 156686 · IAPD ↗ · shoreview.com · 612-436-4280

$1.17BRegulatory AUM
14Advisory reps
19Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — SHOREVIEW INDUSTRIES II, LLC is now doing business as SHOREVIEW INDUSTRIES V, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
30
February 2025 — SHOREVIEW INDUSTRIES II, LLC filed an Item 4A succession naming SHOREVIEW INDUSTRIES II, LLC (CRD 156686) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
70
April 2024 — SHOREVIEW INDUSTRIES II, LLC crossed $1B in regulatory AUM ($973.7M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.