Sire Line Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management through a separately managed account platform to a small group of individual and institutional clients, managing roughly $8 million across about 18 accounts. It does not offer financial planning or select other advisers for clients, and it operates as a single-practitioner, state-registered adviser that does not custody client assets.
Its investment approach is long-term, value-oriented investing with concentrated portfolios typically holding 15–30 names and a focus on balance sheet strength, earnings power and free cash flow. Permissible investments include domestic and international equities, corporate and government fixed income, convertible and derivative securities, REITs and structured instruments, and positions are generally held until intrinsic value is realized or fundamentals change.
Noteworthy distinctions include the firm’s disclosure that its separately managed account platform can involve the use of borrowing — a practice that is uncommon among independent, solo advisers — and the use of an aggregate trading program that allocates executions across client accounts. The firm also discloses that its principal invests substantially alongside clients and that it does not vote proxies for separately managed accounts, which affects how corporate voting matters are handled.
Client services
Expertise
Fee options
1.00% annually
Main office
Midland TX
Advisors at this office
1
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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