|
⚲
|
| Keyboard |
| Second Line Capital LLC
✚
|
|
|---|---|
| CRD # | 324386 |
| SEC # | 801-127790 |
| CIK # | 0001992879 |
| AUM | 1,324.1 M (2026-06-08) |
| Employees | 28 (86% Investors, 14% Brokers) |
| Phone | 504-321-0923 |
| Address | 2800 Veterans Memorial Blvd Metairie, LA 70002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 12.5 | ||
| Nvidia Corp | 9.7 | ||
| Applovin Corp | 9.6 | ||
| Microsoft Corp | 7.8 | ||
| Apple Inc | 7.5 | ||
| Coreweave Inc | 7.4 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Amazon Com Inc | 6.6 | ||
| Quanta Services Inc | 6.3 | ||
| Wal Mart Stores Inc | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 850 | 183.5 |
| (b) Individuals (high net worth individuals) | 277 | 482.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 62 | 652.2 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,199 | 1,324.1 |
| By Discretionary | ||
| Discretionary | 1,199 | 1,324.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,199 | 1,324.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,324.1 | |
| Total | 1,199 | 1,324.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001992879] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 55 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Inspire Advisors LLC
✚
|
ID | 1,332.2 M |
|
Geometric Wealth Advisors LLC
✚
|
1,330.4 M | |
|
Wendell David Associates Inc
✚
|
NH | 1,330.3 M |
|
Fiduciary Financial Advisors
✚
|
MI | 1,329.4 M |
|
CWS Financial Advisors LLC
✚
|
MI | 1,328.6 M |
|
Chadds Ford Wealth Partners LLC
✚
|
PA | 1,327.4 M |
|
Clark Asset Management LLC
✚
|
1,324.5 M | |
|
Steigerwald Gordon & Koch Inc
✚
|
VA | 1,322.7 M |
|
Allie Family Office LLC
✚
|
FL | 1,321.7 M |
|
LVM Capital Management Ltd
✚
|
MI | 1,314.5 M |