THIRDLINE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2021

Total AUM

$64.3M

Discretionary

$64.3M

100% of AUM

Avg account

$64.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 314158
Registered since: July 6, 2021
Website: thirdlinecapital.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Thirdline Capital Management LLC is an SEC-registered investment adviser that entered registration in 2021 and is structured as an LLC owned by an individual. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for investment companies rather than retail wealth management or pension consulting. Thirdline reports it is not an active ESG investor and is not organized as a multistate adviser or related adviser to another registered entity. It does not classify itself as a capital allocator; instead, the firm appears to rely on external managers for portions of its investment program.