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Shoreline Asset Management, LLC

CRD 121764SEC# 801-112736New Castle, IN
Export (members)
No longer SEC-registered. Shoreline Asset Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$245M
Employees
10
Accounts
712
Location
New Castle, IN

Shoreline Asset Management, LLC assets under management

Shoreline Asset Management, LLC is an SEC-registered investment adviser based in New Castle, IN. It reports $245 million in regulatory assets under management and employs 10 people.
View on SEC.gov ↗

Shoreline Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Marion Eugene Shore ControlManaging Member And Chief Compliance Officer50-75%1998
Robert Jay Bumbalough ControlMember50-75%2002

Frequently asked questions

How much does Shoreline Asset Management, LLC manage?

Shoreline Asset Management, LLC reports $245 million in regulatory assets under management on its Form ADV.

How many employees does Shoreline Asset Management, LLC have?

Shoreline Asset Management, LLC reports 10 employees.

Where is Shoreline Asset Management, LLC located?

Shoreline Asset Management, LLC is based in New Castle, IN.

Does Shoreline Asset Management, LLC disclose fund performance?

Shoreline Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address412 South Main Street, New Castle, IN 47362-3311
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$245M
Non-discretionary$0
Total (RAUM)$245M