Shoreline Asset Management, LLC
CRD 121764SEC# 801-112736New Castle, IN
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.
Shoreline Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marion Eugene Shore Control | Managing Member And Chief Compliance Officer | 50-75% | 1998 |
| Robert Jay Bumbalough Control | Member | 50-75% | 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
| Address | 412 South Main Street, New Castle, IN 47362-3311 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$245M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$245Mregulatory AUM
Discretionary $245M