New Line Capital, LLC

Overview

New Line Capital, LLC is a small advisory firm that focuses on discretionary and non-discretionary portfolio management for both individual/family clients and business or institutional accounts. The firm leans heavily toward publicly listed equity exposure as its primary portfolio sleeve while supplementing portfolios with fixed income, mutual funds and targeted alternative positions. Its client work is portfolio-management centric rather than large-scale capital allocation or pension consulting, and the firm reports fee arrangements that include an asset-based fee plus the ability to charge performance-linked and other fee structures. Investment activity centers on liquid, exchange-traded instruments as the core of client portfolios and selectively adds less-liquid strategies where they can add return or diversification — specifically real estate, commodity-related exposures and oil & gas interests. The firm does not identify itself as an active ESG investor and provides both discretionary management (the majority of assets) and a meaningful non-discretionary advisory offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices