Sire Line Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 151938
- Website
- sirelinecapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sire Line Capital Management LLC is a small, fee-based advisory firm that concentrates on equity-centric portfolio management for individual and family clients. The firm runs discretionary accounts with a clear preference for exchange-traded equities, using a relatively concentrated, tradeable approach rather than broad illiquid allocations. Advisory services are delivered under a percentage-of-AUM fee model and the firm appears set up to manage portfolios for a limited number of clients, allowing hands-on portfolio decisions and direct market execution. Operationally, the firm uses Interactive Brokers as its primary custodian, which supports active equity trading and access to a wide range of ETFs and individual securities. That custody choice aligns with a strategy that leans on exchange-traded instruments and direct-market access, enabling cost-conscious execution and tax-aware trading for taxable clients.
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 Equities68%
- Other29%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Daren Taylor
CEO and FounderCRD 5723788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations