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| Happy Holidays!! thanks for using AUM13F!! |
| Shoreline Asset Management LLC
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| CRD # | 121764 |
| SEC # | 801-112736 |
| CIK # | |
| AUM | $245.0 M (2025-03-17) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 765-593-2487 |
| Address | 412 South Main Street New Castle, IN 47362-3311 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 74.7 |
| (b) Individuals (high net worth individuals) | 57 | 168.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 712 | 245.0 |
| By Discretionary | ||
| Discretionary | 712 | 245.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 712 | 245.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 245.0 | |
| Total | 712 | 245.0 |
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|---|---|---|
|
Pilgrims Capital Advisors Inc
✚
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MI | 0.2 |
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MN | 0.2 |
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0.2 | |
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|
Verity Wealth Advisors LLC
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|
HMM Group LLC
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CA | 0.2 |
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DBS Investment Advisers LLC
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|
Kachkovsky & Fisher Inc
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CA | 0.2 |
|
Teramo Advisors LLC
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|
FL | 0.2 |