# Shoreline Equity Partners

Shoreline Equity Partners is a Private Equity based in Neptune Beach, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Neptune Beach, United States
- **Region:** North America
- **Address:** Neptune Beach, FL, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** shorelineequitypartners.com
- **LinkedIn:** https://www.linkedin.com/company/shoreline-equity-partners

## Regulatory record

- **CRD number:** 301128
- **SEC file number:** 801-119168
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301128

## About

Shoreline Equity Partners is a purpose-driven lower middle market private equity firm. Its professionals follow a total stakeholder model in which success is a win-win for shareholders, employees, customers, vendors, and communities. The firm focuses on helping founder-owned businesses accelerate growth while protecting legacy and employees, emphasizing honesty, incentive alignment, and growth rather than financial engineering or cost cutting.

## Sectors

- Distribution, Manufacturing, Services

## People

- Natalie Rufat
- Taylor Wood
- Ben Klein
- Mike Mancini
- Pete Bouret
- Ian Garland — Principal
- Zach Mittelmark — Principal
- Michael Brennan — Director of Business Development

## Questions

### What is Shoreline Equity Partners' stated investment approach?

Shoreline describes a total-stakeholder model focused on growth buyouts of founder-owned businesses. The firm emphasizes partnership, transparency, and operational growth, explicitly stating it does not rely on financial engineering or cost-cutting to generate returns. Instead, Shoreline highlights a large incentive equity pool for management as a key alignment mechanism.

### Where does Shoreline Equity Partners operate from?

Shoreline Equity Partners is headquartered in Neptune Beach, Florida, United States. The firm does not list any additional offices or a broader geographic footprint on its public website.

### Who leads Shoreline Equity Partners?

The firm's website does not name any principals, managing partners, or investment committee members. Without a LinkedIn company page or other public filings, the leadership team and decision-making structure remain undisclosed in accessible public sources as of mid-2026.

### What types of transactions does Shoreline Equity Partners pursue?

Shoreline states it pursues buyouts, divestitures, growth capital investments, and recapitalizations. The firm's messaging is tailored to founder-owned businesses seeking a growth-oriented partner that will preserve the company's legacy and employees post-transaction.

### Does Shoreline Equity Partners disclose its assets under management or fund size?

No. Shoreline Equity Partners does not publicly disclose its assets under management, committed capital, or fund sizes. The firm's public presence is limited to a single-page website describing its philosophy, with no regulatory filings or press releases surfacing in standard public searches.

## Related profiles

- [Shorelight Partners](https://altss.com/profile/shorelight-partners)
- [Shoreline Financial Advisors](https://altss.com/profile/shoreline-financial-advisors)

---

Last updated: 2026-08-11T15:08:04.536Z

Canonical page: https://altss.com/profile/shoreline-equity-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology