Shoreview Industries V, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 156686
· SEC file 801-73173
· Minneapolis, MN
· WWW.SHOREVIEW.COM
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 11
- Avg AUM / client
- $106M
- Accounts
- 11
- Employees
- 19
AUM over time
$414M
$1.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $1.2B | 100.0% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Shoreview Capital Partners Iv, L.P. | Private Equity Fund | Delaware | $557M | 35 |
| Shoreview Capital Partners Iii, L.P. | Private Equity Fund | Delaware | $269M | 22 |
| Shoreview Parallel Partners Iii, L.P. | Private Equity Fund | Delaware | $88.9M | 9 |
| Sv Hawk Llc | Private Equity Fund | Delaware | $45.3M | 5 |
| Shoreview Capital Partners Ii, L.P. | Private Equity Fund | Delaware | $33.8M | 30 |
| Shoreview Parallel Partners Ii, L.P. | Private Equity Fund | Delaware | $17.7M | 18 |
| Sv Crown Investments Llc | Private Equity Fund | Delaware | $15.8M | 13 |
| Sv Aero Investments Llc | Private Equity Fund | Delaware | $13.5M | 2 |
| Sv Wd Llc | Private Equity Fund | Delaware | $12.3M | 4 |
| Sv Cra Aggregator Llc | Private Equity Fund | Delaware | $4.0M | 4 |
| Sv Esi Investment Llc | Private Equity Fund | Delaware | $1.2M | 3 |
| Sv Dvs Investment Llc | Private Equity Fund | Delaware | $994K | 3 |
| Sv Spring Investment Llc | Private Equity Fund | Delaware | $491K | 3 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mudge, Jeffrey, Arnold | Managing Partner | Mar 2008 (18y) | ≈ 12.5% – 37.5% via Shoreview Industries Sc Ii, Inc. | |
| Wakefield, David, Jay | Owner | Mar 2008 (18y) | ≈ 12.5% – 37.5% via Shoreview Industries Sc Ii, Inc. | |
| Moher, Brian, William | Chief Compliance Officer/ Vp Finance | Dec 2010 (16y) | Less than 5% | |
| Cheng, Laurence, Wing Yiu | Trustee | Mar 2020 (6y) | GP / trustee / elected manager of Cheng (2020) Family Trust (indirect) | |
| Cheng, Leslie, Nm | Trustee | Mar 2020 (6y) | GP / trustee / elected manager of Cheng (2020) Family Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Shoreview Industries Sc Ii, Inc. | Member | Mar 2008 | A | 50% – 75% |
| Czi Ii Shoreview Holdings Llc | Member | Mar 2008 | A | 10% – 25% |
| Zurich Global Investment Management Inc. | Owner | Dec 2007 | B | ≈ 1.88% – 12.5% via Zurich Czi Management Holding, Ltd |
| Zurich Holding Company Of America, Inc. | Owner | Dec 2002 | B | ≈ 1.41% – 12.5% via Zurich Global Investment Management Inc. |
| Zurich Verischerungs Gesellschaft Ag | Owner | Sep 1980 | B | ≈ 1.05% – 12.5% via Zurich Holding Company Of America, Inc. |
| Zurich Insurance Group Ltd. | Owner | Apr 2000 | B | ≈ 0.79% – 12.5% via Zurich Verischerungs Gesellschaft Ag |
| K Square Holdings Limited | Shareholder | Mar 2020 | B | ≈ 1.88% – 14.06% via K Square Canada Limited |
| Cheng (2020) Family Trust | Shareholder | Mar 2020 | B | ≈ 1.41% – 14.06% via K Square Holdings Limited |
| Capital Z Employees Ii, Lp | General Partner | Jan 2008 | B | ≈ 5% – 18.75% via Czi Ii Shoreview Holdings Llc |
| K Square Canada Limited | Limited Partner | Jan 2023 | B | ≈ 2.5% – 14.06% via Capital Z Employees Ii, Lp |
| Zurich Czi Management Holding, Ltd | Limited Partner | Feb 2003 | B | ≈ 2.5% – 12.5% via Czi Ii Shoreview Holdings Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mudge, Jeffrey, Arnold: 25% – 50% of Shoreview Industries Sc Ii, Inc. × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Wakefield, David, Jay: 25% – 50% of Shoreview Industries Sc Ii, Inc. × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Zurich Global Investment Management Inc.: 75% – 100% of Zurich Czi Management Holding, Ltd × 25% – 50% of Czi Ii Shoreview Holdings Llc × 10% – 25% direct ≈ 1.88% – 12.5% of the firm
- Zurich Holding Company Of America, Inc.: 75% – 100% of Zurich Global Investment Management Inc. × 75% – 100% of Zurich Czi Management Holding, Ltd × 25% – 50% of Czi Ii Shoreview Holdings Llc × 10% – 25% direct ≈ 1.41% – 12.5% of the firm
- Zurich Verischerungs Gesellschaft Ag: 75% – 100% of Zurich Holding Company Of America, Inc. × 75% – 100% of Zurich Global Investment Management Inc. × 75% – 100% of Zurich Czi Management Holding, Ltd × 25% – 50% of Czi Ii Shoreview Holdings Llc × 10% – 25% direct ≈ 1.05% – 12.5% of the firm
- Zurich Insurance Group Ltd.: 75% – 100% of Zurich Verischerungs Gesellschaft Ag × 75% – 100% of Zurich Holding Company Of America, Inc. × 75% – 100% of Zurich Global Investment Management Inc. × 75% – 100% of Zurich Czi Management Holding, Ltd × 25% – 50% of Czi Ii Shoreview Holdings Llc × 10% – 25% direct ≈ 0.79% – 12.5% of the firm
- K Square Holdings Limited: 75% – 100% of K Square Canada Limited × 50% – 75% of Capital Z Employees Ii, Lp × 50% – 75% of Czi Ii Shoreview Holdings Llc × 10% – 25% direct ≈ 1.88% – 14.06% of the firm
- Cheng (2020) Family Trust: 75% – 100% of K Square Holdings Limited × 75% – 100% of K Square Canada Limited × 50% – 75% of Capital Z Employees Ii, Lp × 50% – 75% of Czi Ii Shoreview Holdings Llc × 10% – 25% direct ≈ 1.41% – 14.06% of the firm
- Capital Z Employees Ii, Lp: 50% – 75% of Czi Ii Shoreview Holdings Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- K Square Canada Limited: 50% – 75% of Capital Z Employees Ii, Lp × 50% – 75% of Czi Ii Shoreview Holdings Llc × 10% – 25% direct ≈ 2.5% – 14.06% of the firm
- Zurich Czi Management Holding, Ltd: 25% – 50% of Czi Ii Shoreview Holdings Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Shoreview Capital Partners Iv, L.P. | Private Equity Fund | $557M | $10.0M | 35 |
| Shoreview Capital Partners Iii, L.P. | Private Equity Fund | $269M | $5.0M | 22 |
| Shoreview Parallel Partners Iii, L.P. | Private Equity Fund | $88.9M | $5.0M | 9 |
| Sv Hawk Llc | Private Equity Fund | $45.3M | $0 | 5 |
| Shoreview Capital Partners Ii, L.P. | Private Equity Fund | $33.8M | $5.0M | 30 |
| Shoreview Parallel Partners Ii, L.P. | Private Equity Fund | $17.7M | $5.0M | 18 |
| Sv Crown Investments Llc | Private Equity Fund | $15.8M | $0 | 13 |
| Sv Aero Investments Llc | Private Equity Fund | $13.5M | $0 | 2 |
| Sv Wd Llc | Private Equity Fund | $12.3M | $0 | 4 |
| Sv Cra Aggregator Llc | Private Equity Fund | $4.0M | $0 | 4 |
| Sv Esi Investment Llc | Private Equity Fund | $1.2M | $0 | 3 |
| Sv Dvs Investment Llc | Private Equity Fund | $994K | $0 | 3 |
| Sv Spring Investment Llc | Private Equity Fund | $491K | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 3.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗