Sire Line Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,000,000
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$444,444
About
The firm provides discretionary portfolio management through a separately managed account platform to a small group of individual and institutional clients, managing roughly $8 million across about 18 accounts. It does not offer financial planning or select other advisers for clients, and it operates as a single-practitioner, state-registered adviser that does not custody client assets.
Its investment approach is long-term, value-oriented investing with concentrated portfolios typically holding 15–30 names and a focus on balance sheet strength, earnings power and free cash flow. Permissible investments include domestic and international equities, corporate and government fixed income, convertible and derivative securities, REITs and structured instruments, and positions are generally held until intrinsic value is realized or fundamentals change.
Noteworthy distinctions include the firm’s disclosure that its separately managed account platform can involve the use of borrowing — a practice that is uncommon among independent, solo advisers — and the use of an aggregate trading program that allocates executions across client accounts. The firm also discloses that its principal invests substantially alongside clients and that it does not vote proxies for separately managed accounts, which affects how corporate voting matters are handled.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Real estate investing
Fee options
1.00% annually
Main office location
Sire Line Capital Management LLC
Midland TX, United States
Number of offices
1
Most active in
Sire Line Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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