Shoreview Industries Ii, LLC

ShoreView Industries II I, LLC, ShoreView Industries I V, LLC, and ShoreView Industries V, LLC collectively operate as ShoreView, a registered investment adviser specializing in providing discretionary investment advisory services for private investment funds. Established in 2002, ShoreView focuses on private equity and equity-oriented investments in lower middle-market companies in the United States and Canada, with revenues typically ranging between $20 million and $300 million. The firm's investment strategy emphasizes unique deal sourcing, rigorous due diligence, value-oriented investment style, active portfolio management, and alignment of interests between employees and shareholders. ShoreView's Principals oversee the due diligence process and actively engage with portfolio companies to enhance value. The firm's investment philosophy aims to ensure fair and equitable allocation of investment opportunities among its Funds. ShoreView does not participate in wrap fee programs and manages $1,214,499,777 in regulatory assets under management as of December 31, 2024. The firm's fee structure includes a management fee and performance-based fees based on realized gains. ShoreView's Code of Ethics guides Access Persons in conducting personal securities transactions, and the firm maintains strict pre-clearance and reporting guidelines. ShoreView does not utilize soft dollars and selects brokers based on best execution practices. The firm addresses conflicts of interest through regular monitoring and disclosure to investors. ShoreView's proxy voting policies and procedures ensure voting activities are conducted in the best interests of its Funds. The firm does not require prepayment of fees exceeding $1,200 per client, six months in advance.