SHORELINE INVESTMENT MANAGEMENT CO
CRD #112531 SEC #801-57590 PALO ALTO, CA 650-236-8223
SEC Registered
Total AUM
$25M
Discretionary
$25M
Employees
4
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $25M | $25M | $0 | 4 | 4 |
| Feb 2017 | $33.2B | $33.2B | $0 | 10 | 1 |
| Dec 2016 | $33.2B | $33.2B | $0 | 10 | 1 |
| Aug 2016 | $32.9B | $32.9B | $0 | 9 | 1 |
| Aug 2016 | $32.9B | $32.9B | $0 | 9 | 1 |
| May 2016 | $32.9B | $32.9B | $0 | 11 | 1 |
| Jan 2016 | $32.9B | $32.9B | $0 | 11 | 1 |
| Oct 2015 | $32.4B | $32.4B | $0 | 11 | 1 |
| Jan 2015 | $13.2B | $13.2B | $0 | 10 | 1 |
| Feb 2014 | $12.1B | $12.1B | $0 | 13 | 1 |
| Jan 2013 | $13B | $13B | $0 | 12 | 1 |
| Jul 2012 | $12B | $12B | $0 | 11 | 1 |
| Jan 2012 | $12B | $12B | $0 | 11 | 1 |
| Jan 2011 | $10.7B | $10.7B | $0 | -- | -- |
| Mar 2009 | $5.2B | $5.2B | $0 | 10 | -- |
| Jan 2009 | $6.3B | $6.3B | $0 | 10 | -- |
| Jan 2008 | $6B | $6B | $0 | 10 | -- |
| Jan 2007 | $6B | $6B | $0 | 5 | -- |
| Jan 2006 | $5.8B | $5.8B | $0 | 5 | -- |
| Feb 2005 | $4.9B | $4.9B | $0 | 5 | -- |
| Jan 2005 | $4.4B | $4.4B | $0 | 5 | -- |
DateJan 2018
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees4
Clients4
DateFeb 2017
Total AUM$33.2B
Discretionary$33.2B
Non-Disc.$0
Employees10
Clients1
DateDec 2016
Total AUM$33.2B
Discretionary$33.2B
Non-Disc.$0
Employees10
Clients1
DateAug 2016
Total AUM$32.9B
Discretionary$32.9B
Non-Disc.$0
Employees9
Clients1
DateAug 2016
Total AUM$32.9B
Discretionary$32.9B
Non-Disc.$0
Employees9
Clients1
DateMay 2016
Total AUM$32.9B
Discretionary$32.9B
Non-Disc.$0
Employees11
Clients1
DateJan 2016
Total AUM$32.9B
Discretionary$32.9B
Non-Disc.$0
Employees11
Clients1
DateOct 2015
Total AUM$32.4B
Discretionary$32.4B
Non-Disc.$0
Employees11
Clients1
DateJan 2015
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees10
Clients1
DateFeb 2014
Total AUM$12.1B
Discretionary$12.1B
Non-Disc.$0
Employees13
Clients1
DateJan 2013
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees12
Clients1
DateJul 2012
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees11
Clients1
DateJan 2012
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees11
Clients1
DateJan 2011
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees10
Clients--
DateJan 2009
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees5
Clients--