Thirdline Capital Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$64.3M
Discretionary
$64.3M
100% of AUM
Avg account
$64.3M
Accounts
1
Employees
7
Advisory reps
3

Firm details

Headquarters
Richmond, Virginia
CRD number
314158
Registered since
July 6, 2021
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Thirdline Capital Management LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is individually owned and serves institutional clients, with a primary advisory focus on portfolio management for investment companies. Compensation is charged as a percentage of assets under management. Thirdline does not market itself as an ESG investor, does not operate as a multi-state adviser, and does not advertise pension consulting or related-adviser services.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • Charles Hutchens

    Charles Hutchens

    Managing DirectorCRD 7358739

  • Lawrence Eiben

    Lawrence Eiben

    Managing DirectorCRD 3026628

  • Edward Phillips

    Edward Phillips

    Director, Private InvestmentsCRD 7138599

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Richmond, VA

Henrico

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Henrico
Address
1810 Mactavish Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth