Richline Capital Management Inc.
Firm details
- Headquarters
- Markham Ontario,
- CRD number
- 337765
- Registered since
- August 6, 2025
- Custodians
- INTERACTIVE BROKERS LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI95.83%
- Other3.26%
- Individuals0.91%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Richline Capital Management Inc. is a small, corporate RIA focused on portfolio management for individual and small-business clients. The firm is SEC-registered (2025) and is owned under a combined foreign-entity/individual structure. Its stated fee model combines a percentage-of-AUM charge with the option for performance-based fees, which suggests the firm may run strategies where relative or absolute performance is an important client deliverable. Investment activity centers on liquid public equities: the firm shows a clear preference for exchange-traded instruments and uses discretionary management across its client base. Richline Capital Management Inc. does not identify as an active ESG investor and does not serve as a pension consultant or related adviser. The client mix is concentrated — individuals and families — which aligns with the emphasis on separately managed accounts and bespoke portfolio decisions rather than large institutional mandates.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Ning Liu
Founder and Chief Investment OfficerCRD 8129340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Markham Ontario, null
Location
Markham Ontario, null
Headquartered in Markham Ontario, null.
- Address
- Suite 8037030 Woodbine Ave
- Office locations
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