Hi-Line Capital Management, LLC logo

Hi-Line Capital Management, LLC

Updated today

Total assets under management

$756,593,567

Total clients

117

28% high-net worth

Total advisors

2

of 5 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

59

Average account size

$6,466,612

About

Hi-Line Capital Management provides investment advisory services and outsourced chief investment officer (OCIO) solutions to institutions — with an emphasis on healthcare provider entities — as well as to individuals, high-net-worth clients, trusts, estates, charitable organizations, other advisors, and businesses. Offerings include executive-level OCIO leadership, fiduciary support, financial planning, and a range of proprietary and third‑party strategies such as Treasury Management, Inflation Protected, and Intrinsic Value Equity strategies.

The firm follows a value-based, fundamental analysis approach that emphasizes identifying securities trading below estimated intrinsic value to create a margin of safety and generally pursues long-term holdings while permitting shorter-term trades for rebalancing or client liquidity needs. Hi-Line is GIPS® verified and provides regular reporting and performance communications to clients, including monthly reports for CFOs, quarterly committee materials and factsheets, and annual board summaries.

Noteworthy distinctions are the firm’s scale relative to its advisory team — managing about $756.6 million in client assets with a small number of advisors — and its explicit OCIO focus on healthcare providers backed by prior experience managing a healthcare system’s investment operation. The firm also participates on an institutional custody platform and discloses performance results in its public materials, which may be relevant to institutional clients evaluating outsourced investment oversight.

Client services

Financial planning Portfolio management Selection of other advisers
Institutional chief investment officer consulting

Expertise

Wealth management ESG / Sustainable investing

Occupation focus

Founder/Business Owner

Fee options

Percentage

0.25% to 0.75% annually

Main office location

Hi-Line Capital Management, LLC

1200 33 Rd Street Se, Suite #309

Watertown SD 57201, United States

Number of offices

1

Most active in

Minnesota · Montana · Nebraska · North Dakota · South Dakota · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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