# SHORELINE INVESTMENT MANAGEMENT CO

SHORELINE INVESTMENT MANAGEMENT CO of PALO ALTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 112531
- Type: SEC-registered investment adviser
- SEC file number: 801-57590
- Location: 1501 PAGE MILL ROAD, M/S 1509, PALO ALTO, CA, 94304
- Phone: 650-236-8223
- Latest filing: 2018-01-29
- Regulatory AUM: $25.0M
- Discretionary AUM: $25.0M
- Clients: 4
- Accounts: 1

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| [WAYMAN DONALD PAUL](https://search.stillhousedata.com/person/728385) | DIRECTOR | — |
| [CHAN CANYON ALAN](https://search.stillhousedata.com/person/743375) | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| [OBERSHAW ELIZABETH DEBORAH](https://search.stillhousedata.com/person/745085) | DIRECTOR, CEO; DIRECTOR, CEO, CFO; DIRECTOR, CEO, CFO, COMPLIANCE OFFICER | — |
| [LEAHY JEAN ADA](https://search.stillhousedata.com/person/745086) | DIRECTOR, SECRETARY; SECRETARY, DIRECTOR | — |
| [FONG DOREEN QUAN](https://search.stillhousedata.com/person/745087) | CHIEF COMPLIANCE OFFICER | — |
| [LESJAK CATHERINE ANNE](https://search.stillhousedata.com/person/745088) | DIRECTOR | — |
| [FRIER KENNETH JOHN](https://search.stillhousedata.com/person/797218) | DIRECTOR, CEO | — |
| [MCMULLEN JOHN NICHOLAS](https://search.stillhousedata.com/person/797219) | DIRECTOR, CFO | — |
| [SERGEANT-CLARKE WENDY NICOLA](https://search.stillhousedata.com/person/797220) | CHIEF COMPLIANCE OFFICER | — |
| [TAI GRETCHEN HSIUCHING](https://search.stillhousedata.com/person/800810) | CIO; DIRECTOR, CEO; PRESIDENT | — |
| [BOWICK SUSAN DIANE](https://search.stillhousedata.com/person/802055) | DIRECTOR | — |
| [POTTER INA LYNN](https://search.stillhousedata.com/person/802056) | SECRETARY | — |
| [GORMAN CHERYL ANN](https://search.stillhousedata.com/person/805352) | CHIEF COMPLIANCE OFFICER | — |
| [MORGENFELD TODD ROBERT](https://search.stillhousedata.com/person/820654) | CFO | — |
| [MISRA DIPANWITA](https://search.stillhousedata.com/person/820655) | DIRECTOR | — |
| [Binns Robert Hugh](https://search.stillhousedata.com/person/830906) | SR. VICE PRESIDENT | — |
| [NATARAJAN MEENAKSHI CHOCKALINGAM](https://search.stillhousedata.com/person/845947) | CHIEF COMPLIANCE OFFICER | — |
| [Fieler Steven James](https://search.stillhousedata.com/person/846253) | CHIEF FINANCIAL OFFICER | — |
| [Nesper Zachary Jon](https://search.stillhousedata.com/person/851342) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112531/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112531/similar
- Related entities: https://search.stillhousedata.com/firm/112531/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112531

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.