Sire Line Capital Management LLC

Fee-Only (% of Portfolio)

Sire Line Capital Management is a registered investment advisor founded in 2009 and managed by Chartered Financial Analyst Daren Taylor. Sire Line focuses on building concentrated, value-oriented investment portfolios consisting mostly of high-quality businesses purchased at a significant discount to their intrinsic value. The investment approach emphasizes fundamental research into a company's balance sheet, earnings power, and free cash flow. Sire Line provides discretionary portfolio management services through separately managed accounts, meaning the firm makes buying and selling decisions on behalf of clients without needing prior approval for each individual trade. Sire Line does not provide financial planning services or advise clients on selecting other advisors.

Assets Under Management$8M
Clients18
Advisors1
Avg. per Client$440K
Avg. per Advisor$8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and billed daily based on account market value.

Fee Estimator
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Location

1 Advisors at this firm

Sire Line Capital Management LLC - Fees, AUM & Advisors | TrueAdvisor