Sire Line Capital Management offers investment management through separately managed accounts. They focus on long-term value investing, seeking high-quality businesses at a discount to their intrinsic value. Sire Line builds concentrated portfolios, typically with 15-30 holdings. They do not offer financial planning services or advise on selecting other investment advisors.
Assets Under Management$6M
Clients38
Advisors1
Avg. per Client$160K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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