Chief Compliance Officer / Chief Financial Officer · Shoreline Equity Partners, LLC
Daniel W. Giddens
CRD 6192714 · Named on Form ADV at one SEC-registered adviser
At a glance
Shoreline Equity Partners, LLC, an SEC-registered private fund adviser based in Neptune Beach, FL with $815 million in regulatory assets, lists Daniel W. Giddens on its Form ADV as Chief Compliance Officer / Chief Financial Officer, a control person.
Firms and roles
- Shoreline Equity Partners, LLCChief Compliance Officer / Chief Financial OfficerPrivate fund adviser · Neptune Beach, FL · $815M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Michael B. HandManaging Partner, Shoreline Equity Partners, LLC
- Peter B. FranzPartner, Shoreline Equity Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.