NORTH SHORELINE ADVISORS LLC
Total AUM
$1.5M
Employees
5Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
715 NORTH SHORELINE BLVD.
MOUNTAIN VIEW
CA 94043
United States
MOUNTAIN VIEW
CA 94043
United States
Operating Hours
9 AM - 5 PM PT
Monday - Friday
Monday - Friday
Phone
650-557-2333
Financials
Total AUM
$1.5M
Accounts
1Discretionary
$1.5M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
1AUM
$1.5M
Services
Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
A PERCENTAGE OF INITIAL SUBSCRIPTION AMOUNTS.
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.