Topline Capital Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$567M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
298981
Registered since
July 26, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Topline Capital Management, LLC is a hedge fund–style manager organized as an LLC and SEC-registered in 2024. The firm serves institutional clients and reports acting as a commodity pool operator or commodity trading advisor (CPO/CTA) while providing portfolio management for pooled investment vehicles. Its reported fee model combines a percentage-of-AUM charge with performance-based fees. The firm does not identify as an active ESG investor and is privately owned by an individual.

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

Contacts

1 of 1
  • Collin Mcbirney

    Collin Mcbirney

    Founder & Managing PartnerCRD 7031100

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth