Investment adviser · CRD 112531
SHORELINE INVESTMENT MANAGEMENT CO
Investment adviser filing (IA)
PALO ALTO, CA, United States · Form ADV filed Jan 29, 2018
- Regulatory AUM
- $25M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $25,000,000 | 100.0% |
Filing source
Form ADV 1169703 · Jan 29, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 29, 2018. View historical filings
Reported services
Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Fixed
Principal office
1501 PAGE MILL ROAD, M/S 1509PALO ALTO, CA, 94304, United States
CRD 112531
Filing source
Form ADV 1169703 · Jan 29, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.