Overview
Assets Under Management: $632 million
Headquarters: WATERTOWN, SD
High-Net-Worth Clients: 57
Average Client Assets: $1.2 million
Frequently Asked Questions
HI-LINE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149522), HI-LINE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HI-LINE CAPITAL MANAGEMENT, LLC is headquartered in WATERTOWN, SD.
HI-LINE CAPITAL MANAGEMENT, LLC serves 57 high-net-worth clients according to their SEC filing dated November 15, 2024. View client details ↓
According to their SEC Form ADV, HI-LINE CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HI-LINE CAPITAL MANAGEMENT, LLC manages $632 million in client assets according to their SEC filing dated November 15, 2024.
According to their SEC Form ADV, HI-LINE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.17%
Average Client Assets: $1.2 million
Total Client Accounts: 467
Discretionary Accounts: 372
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 149522
Filing ID: 1913870
Last Filing Date: 2024-11-15 16:34:00