|
⚲
|
| Shoreline Asset Management LLC
✚
| |
|---|---|
| CRD # | 121764 |
| SEC # | 801-112736 |
| CIK # | |
| AUM | $220.4 MM (2024-03-11) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 765-593-2487 |
| Address | 412 South Main Street New Castle, IN 47362-3311 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 63.4 |
| (b) Individuals (high net worth individuals) | 56 | 155.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.9 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 680 | 220.4 |
| By Discretionary | ||
| Discretionary | 680 | 220.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 680 | 220.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.4 | |
| Total | 680 | 220.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Toomey Investment Management Inc
✚
|
CT | 0.2 |
|
Kaizen Financial Advisors LLC
✚
|
WA | 0.2 |
|
Oakwood Capital Inc
✚
|
MN | 0.2 |
|
Asset Management Resources LLC
✚
|
MA | 0.2 |
|
Gainline Financial Partners LLC
✚
|
CO | 0.2 |
|
Horizon Family Wealth Inc
✚
|
IL | 0.2 |
|
Synergy Financial Group Ltd
✚
|
CA | 0.2 |
|
Oswego Wealth Advisors Inc
✚
|
OR | 0.2 |
|
Spectra Investment Management LLC
✚
|
FL | 0.2 |
|
Beckerman Institutional LLC
✚
|
NJ | 0.2 |