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SHORELINE EQUITY PARTNERS, LLC

NEPTUNE BEACH, FL · CRD 301128 · IAPD ↗ · 904-222-6540

$815.2MRegulatory AUM
18Advisory reps
23Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — SHORELINE EQUITY PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — SHORELINE EQUITY PARTNERS, LLC grew from 13 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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