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

Fee Structure

Our fee structure is straightforward; we charge a management fee or a performance fee depending on investor status. Our standard rate is:

Investor Type

Qualified Clients and Purchasers

All Others

Management Fee



Performance Fee



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.