Blue Line Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$104,529,935
Clients
121
Advisors
7
across 3 offices
About
Blue Line Capital is a team-based registered investment adviser with seven advisors managing about $131.9 million for roughly 121 clients. The firm provides discretionary portfolio management and written financial planning services that cover investment planning, retirement, tax planning, portfolio review and asset allocation; financial planning is provided to asset-management clients without an additional charge.
The firm’s investment process blends fundamental, technical and cyclical analysis and supports long- and short-term, growth and value-oriented approaches, along with tactical and strategic asset allocation; it also implements options and futures strategies where appropriate. Advisory services are tailored to individual circumstances, with clients able to impose reasonable account restrictions and the firm conducting regular reviews of accounts and objectives.
What is distinctive about the firm is its affiliation with commodity trading businesses: the firm’s managing member operates a related futures company and a registered commodity trading adviser, and those outside activities are disclosed and periodically reviewed for potential conflicts. The brochure states clients are under no obligation to use affiliated commodity services, and the firm has documented conflict-mitigation procedures and recently transitioned to SEC registration.
Client services
Expertise
Occupation focus
Fee options
1.50% annually
Account minimum: $100,000
Main office
See office141 W. Jackson Blvd, Suite 2620
Chicago IL 60604
Advisors at this office
5
Offices (3)
Most active in
California · Florida · Illinois · Michigan · New Jersey · New York · North Carolina · South Dakota · Texas
Also doing business as
Blue Line Capital · Blue Line Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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