Sire Line Capital Management LLC

RIASEC Registered
Total AUM
$8M
Discretionary
$8M
100% of AUM
Avg account
$250K
Accounts
32
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
151938
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

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Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Other 29%, Cash & Cash Equivalents 3%68%
  • Exchange Traded Equities68%
  • Other29%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Daren Taylor

    Daren Taylor

    CEO and FounderCRD 5723788

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth