Shoreline Capital Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,545,584
Clients
14
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
TypicalAverage account size
$5,396,113
About
Shoreline Capital Corp. provides discretionary, personalized portfolio management focused on high-net-worth individuals and associated trusts and does not serve individual clients who are not high-net-worth, an uncommon client profile for independently operated advisers. The firm manages roughly $75 million across a small client base and offers customized investment management on a case-by-case basis.
The firm follows a fundamental, value-based equity approach, building concentrated portfolios that typically hold 10–30 individual company positions and generally maintain a low cash posture (cash and equivalents typically 5% or less). Portfolios are non-diversified by design, with no internal limits on position or sector weightings, and the firm may employ modest leverage only at a client’s request.
Distinctive operational features include a single-advisor model in which that advisor conducts daily reviews and produces quarterly narrative reports describing portfolio activity and rationale. The firm generally places trades through a single custodian with whom it has a longstanding relationship, maintains personal-trading policies that prohibit trading ahead of clients, and votes client proxies with the stated aim of maximizing shareholder value.
Client services
Portfolio management
Expertise
Concentrated stock management
Active portfolio management
Fee options
1.50% annually
Account minimum: $100,000
Main office location
Shoreline Capital Corporation
11 Granary Way
Boothbay Harbor ME 04538, United States
Number of offices
1
Most active in
Shoreline Capital Corporation has reported serving >5 clients in these states in the last 12 months.
Maine · Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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