PHASE LINE CAPITAL, LLC

Overview

Phase Line Capital, LLC is an independent registered investment adviser that acts as a capital allocator for both individuals/families and select institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Phase Line Capital does not identify itself as an active ESG investor, and it operates out of a compact platform established under SEC registration in 2021 with individual ownership. Investment activity centers on using third‑party managers and pooled vehicles to construct client portfolios rather than exclusively building in-house proprietary products. That approach supports diversified allocations across public funds and a range of alternatives, and the firm typically implements strategies suited to individual and family balance-sheet objectives — income and wealth preservation for retirees, growth and transition planning for working families and concentrated positions management where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices