Sightline Partners LLC

RIASEC RegisteredEst. 2014
Total AUM
$643M
Discretionary
$643M
100% of AUM
Avg account
$71.4M
Accounts
9
Employees
7
Advisory reps
3

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
162629
Registered since
July 8, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sightline Partners LLC is a privately held limited liability company that operates as a private equity sponsor and advisor to pooled investment vehicles. Registered with the SEC in 2014, the firm serves an institutional client base and functions as sponsor, general partner and managing member for its funds. Its advisory mandate centers on portfolio management for pooled vehicles rather than individual household wealth management. The firm charges a combination of percentage-of-assets and performance-based fees, consistent with private equity fund economics. Sightline is not positioned as an ESG-focused manager, does not present itself as a multi-state adviser, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Lloyd Benson

    Managing Director, Chief Compliance OfficerCRD 1579159

  • Emily Cattoor

    Chief Financial OfficerCRD 8060417

Contacts

1 of 1
  • Vicki Benson

    Vicki Benson

    Managing DirectorCRD 7352360

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
7801 E Bush Lake Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth