Liniam Capital, LLC

Overview

Liniam Capital, LLC is a small, fee-based advisory that manages concentrated, discretionary portfolios for individual and family clients and for small businesses or institutions. The firm charges a percentage-of-AUM advisory fee and performs portfolio management as its primary advisory activity. Its background as an accounting practice informs a tax-aware approach to portfolio construction and reporting. Liniam Capital is not positioned as an ESG-focused allocator and does not operate as a multi-state or pension consultant adviser. Investment activity centers on liquid public equities and exchange-traded instruments as the dominant exposure, with a supplemental use of mutual funds and an allocation to real estate through third‑party alternative managers. Given the firm’s custody relationship with a low-cost, execution-focused custodian, trading and tax lots are likely handled with an emphasis on cost efficiency and operational control.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices