Hi-Line Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Expertise
Occupation focus
Fee options
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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