Separately Managed Accounts
Our primary service offering is managing separately held accounts. Beeline Capital Advisors, LLC does not maintain custody of client accounts. We have permissions only to trade on our clients’ behalf, and do not have authority to withdraw or deposit funds into these accounts.
How To Hire Us
Meet with us — we will discuss your investment goals and constraints to determine fit.
Sign an Investment Management Agreement form.
Open a account with Interactive Brokers — you will have full transparency of account activities and funding rights, just no trading privileges.
Submit a request to link your brokerage account to Beeline Capital Advisors, LLC.
Our fee structure is straightforward; we charge a management fee or a performance fee depending on investor status. Our standard rate is:
Qualified Clients and Purchasers
The law prohibits investment advisors from charging performance fees to clients who do not fit the categories of “qualified clients” and “qualified purchasers” (Rule 205-3). For guidance, refer to the following notice. Please check with us on the latest requirements.