BLAINE CAPITAL, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 282864
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59%
- Individuals41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Blaine Capital, LLC is a small, owner-operated investment adviser that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm runs equity-centered portfolios, routing most client capital into exchange-traded equities and ETFs, and charges clients a percentage-of-AUM fee. Blaine Capital does not position itself as an ESG investor and is not structured as a multi-state adviser; its client base is narrow and concentrated, which supports a hands-on, personalized management approach rather than large-scale institutional product distribution. The firm’s advisory activity is limited to portfolio management rather than pension consulting or large capital-allocation services. Given the firm’s size and the SMA-style asset footprint, portfolio construction emphasizes liquid, exchange-traded instruments that permit customization across a small number of client relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1WILLIAM SMITH
PrincipalCRD 2111154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 48 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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