HI-LINE CAPITAL MANAGEMENT, LLC
Adviser information for HI-LINE CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | South Dakota, United States |
Employees
Total Number of Employees | 7 |
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Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 372 | $588.6M |
Non-Discretionary | 95 | $43.4M |
Total | 467 | $631.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 120 | $12.5M |
HNW Individuals | 57 | $70.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 8 | $497.0M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | <5 | $48.5M |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 5 | $3.3M |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)INSTITUTIONAL CHIEF INVESTMENT OFFICER CONSULTING |
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Compensation | % of AUM |
Principal Office
25 1ST AVE. NWWATERTOWN
SD
United States
Monday - Friday, 8:00AM - 6:00PM
Tel: 605-878-0897, Fax: 605-569-7075
Chief Compliance Officer
MATTHEW ROBY
VICE PRESIDENT AND GENERAL COUNSEL
25 1ST AVE. NW
WATERTOWN
SD
United States
Tel:
605-878-0897
Fax:
605-569-7075
M********@*****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ANDERSON, MICHAEL, EUGENE | Individual | – | MEMBER, PRESIDENT, AND CHIEF INVESTMENT OFFICER | 03/2010 | > 75% |
CHAPIN, KASEY, JON | Individual | – | MEMBER, VICE PRESIDENT, AND FINANCIAL ADVISOR | 06/2019 | 10-25% |
ROBY, MATTHEW, THOMAS | Individual | – | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | 11/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 31st, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AFFILIATED MANAGERS GROUP IN | COM | 2M | 10K | – |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 6M | 76K | – |
ALLY FINL INC | COM | 1M | 31K | – |
AMERICAN EXPRESS CO | COM | 11M | 49K | – |
ARROW ELECTRS INC | COM | 1M | 9K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 32M | 53 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 17M | 41K | – |
BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 1M | 32K | – |
BROOKFIELD CORP | CL A LTD VT SH | 13M | 310K | – |
CABLE ONE INC | COM | 1M | 4K | – |
CHARTER COMMUNICATIONS INC N | CL A | 5M | 18K | – |
CHUBB LIMITED | COM | 9M | 35K | – |
CONOCOPHILLIPS | COM | 14M | 121K | – |
EQUITY COMWLTH | COM SH BEN INT | 2M | 98K | – |
GLACIER BANCORP INC NEW | COM | 717K | 19K | – |
GLOBE LIFE INC | COM | 855K | 10K | – |
HF SINCLAIR CORP | COM | 1M | 21K | – |
JPMORGAN CHASE & CO. | COM | 21M | 102K | – |
LIBERTY BROADBAND CORP | COM SER A | 7M | 129K | – |
LIBERTY BROADBAND CORP | COM SER C | 1M | 24K | – |
LIBERTY GLOBAL LTD | COM CL A | 18M | 1M | – |
LIBERTY MEDIA CORP DEL | COM LBTY SRM S C | 15M | 662K | – |
LOCKHEED MARTIN CORP | COM | 7M | 16K | – |
MARATHON OIL CORP | COM | 2M | 58K | – |
MARKEL GROUP INC | COM | 1M | 722 | – |
NEXSTAR MEDIA GROUP INC | COMMON STOCK | 592K | 4K | – |
OCCIDENTAL PETE CORP | COM | 5M | 76K | – |
PHILLIPS 66 | COM | 14M | 97K | – |
PNC FINL SVCS GROUP INC | COM | 6M | 36K | – |
T-MOBILE US INC | COM | 14M | 77K | – |
VIASAT INC | COM | 4M | 322K | – |
VIATRIS INC | COM | 616K | 58K | – |
WARNER BROS DISCOVERY INC | COM SER A | 5M | 622K | – |