SIGHTLINE CAPITAL LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
McKinney, Texas
CRD number
338600
Fee structure
Percentage of AUM
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sightline Capital LLC operates as a limited liability company focused primarily on portfolio management for pooled investment vehicles. The firm caters exclusively to institutional clients, utilizing a fee structure based on a percentage of assets under management. While not classified as an active ESG investor, Sightline Capital engages in various investment activities that align with institutional mandates. The firm is not a capital allocator and does not serve as a pension consultant, indicating a specialized focus on managing pooled investment vehicles rather than providing broader advisory services.

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

Owners & executives

2 of 2
  • Andrew DeVito

    COOCRD 7671617

  • Matthew Sherwood

    CIO & CEOCRD 5300159

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

McKinney, TX

COLLIN

Location

McKinney, TX

Headquartered in McKinney, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
5900 S Lake Forest Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth