CRD: 128530
Shoreline Capital Corporation
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-08-2001
- Office Locations
- 1
Office Locations
About Shoreline Capital Corporation
Shoreline Capital is a founder-led investment management firm (est. 2001) focused on managing portfolios for high net worth individuals. The firm runs a long-term, intrinsic value equity approach—buying financially sound, well-run companies at meaningful discounts to underlying business value—emphasizing strong balance sheets and free-cash-flow generation. Shoreline highlights total transparency and round-the-clock client access to account information.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM JOSEPH GOLDENBERG
Chief Compliance Officer, President
- CRD
- #1485326
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,545,584 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,545,584 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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