Shoreline Capital Management, Ltd.

RIASEC RegisteredEst. 2012
Total AUM
$75.9M
Discretionary
$75.9M
100% of AUM
Avg account
$15.2M
Accounts
5
Employees
15
Advisory reps
3

Firm details

Headquarters
Guangzhou,
CRD number
161466
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Shoreline Capital Management, Ltd. is a corporation registered as an investment adviser in 2012 that primarily serves institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles, and it acts as an adviser/sponsor and as a general partner/managing member of those vehicles. Ownership is structured to include both a foreign entity and an individual, and the firm is classified functionally around private equity fund management and qualified custodian activities. Investment approach leans toward privately negotiated and manager-driven strategies rather than broad public-market beta. Shoreline charges a mix of percentage-of-assets fees and performance-based fees, consistent with active management and carry-style economics common in private-capital strategies. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Linyu Yang

    ShareholderCRD 6027115

  • Xiaolin Zhang

    Managing DirectorCRD 6028817

  • Benjamin Fanger

    Benjamin Fanger

    Managing Partner, FounderCRD 6028816

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Guangzhou, null

Location

Guangzhou, null

Headquartered in Guangzhou, null.

Address
1 Jin Sui Road #2803
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth