Hi-Line Capital Management, LLC
Firm details
- Headquarters
- Watertown, South Dakota
- CRD number
- 149522
- Registered since
- April 6, 2015
- Website
- www.hi-linecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations90.54%
- HNWI5.44%
- Other Investment Advisers2.98%
- Individuals0.8%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Hi-Line Capital Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and in operation since 2015. The firm operates as a capital allocator and charges fees as a percentage of assets under management. Its client base spans high-net-worth individuals and families as well as institutional clients. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. Hi-Line does not identify as an active ESG investor. The firm has been recognized by Citywire as one of its "50 Growers Across America" in both 2020 and 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- US Government Bonds30%
- Investment Grade Corp Bonds17%
- Cash & Cash Equivalents8%
- Private Funds3%
Owners & executives
1 of 1
Michael Anderson
President and Chief Investment OfficerCRD 5640014
Contacts
1 of 1
Matthew Roby
Vice President and General CounselCRD 6119147
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$89.9M in ETFs
100%
$89.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF (IDEV) | BlackRock | Passive | Foreign Large Blend | $33.1M | 395,579 | 36.77% |
Location
Watertown, SD
Codington
Location
Watertown, SD
Headquartered in Watertown, SD, in the Midwest of the United States.
- Region
- Midwest
- County
- Codington
- Address
- 1200 Mickelson Dr
- Time zone
- CT (UTC-6)
- Office locations
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