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| Second Line Capital LLC
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| |
|---|---|
| CRD # | 324386 |
| SEC # | 801-127790 |
| CIK # | 0001992879 |
| AUM | $402.1 MM (2024-03-29) |
| Employees | 17 (82% Investors, 82% Brokers) |
| Phone | 504-321-0923 |
| Address | 2800 Veterans Memorial Blvd Metairie, LA 70002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 7.7 | ||
| MSFT | 1,918,222.4 | 6.3 | |
| AAPL | 2,382,844.0 | 5.1 | |
| XOM | 385,508.3 | 5.0 | |
| JPM | 340,169.2 | 4.3 | |
| META | 434,852.0 | 4.2 | |
| MARA | 683.6 | 4.1 | |
| AVGO | 201,282.9 | 3.5 | |
| GOOGL | 1,475,138.5 | 3.4 | |
| WMT | 335,434.5 | 3.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 812 | 180.8 |
| (b) Individuals (high net worth individuals) | 243 | 218.2 |
| (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 | 2 | 0.3 |
| (h) Charitable organizations | 4 | 0.1 |
| (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 | 8 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,911 | 402.1 |
| By Discretionary | ||
| Discretionary | 1,911 | 402.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,911 | 402.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 402.1 | |
| Total | 1,911 | 402.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001992879] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Trust Asset Management LLC
✚
|
FL | 0.4 |
|
Argent Wealth LLC
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|
MS | 0.4 |
|
Fiduciary Advisors LLC
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|
UT | 0.4 |
|
Strengthening Families & Communities LLC
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|
MA | 0.4 |
|
Lifeinvest Wealth Management Ltd
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|
FL | 0.4 |
|
Aviso Wealth Management
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|
WA | 0.4 |
|
Yarger Wealth Strategies LLC
✚
|
OH | 0.4 |
|
Auctus Advisors LLC
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|
NC | 0.4 |
|
Kolinsky Wealth Management LLC
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|
NJ | 0.4 |
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 0.4 |