DBA: BLUE LINE CAPITAL
| Total AUM | $131.9M |
| Discretionary | $131.7M100% of AUM |
| Non-Discretionary | $211K |
| Client Accounts | 348 |
| Avg Account Size | $379K |
| Employees | 5 |
| Peak AUM | $131.9MFeb 2026 |
Total AUM
$132M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $132M | 0.0% | — | — | — |
| Discretionary AUM | $132M | 0.0% | |||
| Total AUM | $131.9M |
| Discretionary | $131.7M |
| Employees | 5 |
| Client Accounts | 348 |
| Client Range | 1-10 |
Address
141 W. JACKSON BLVD
CHICAGO IL 60604
Phone
312-837-3944
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$132M
99.8% of AUM
Non-Discretionary
$210,744
0.2% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Non-Disc. AUM | $210,744 | 0.0% | — | — | — |
| Total Accounts | 348 | 0.0% | — | — | — |
| Avg Account Size | $379,074.089 | 0.0% | — | — | — |
| Employees | 5 | 0.0% | — | — | — |
| AUM / Employee | $26M | 0.0% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $105M | 0.0% | — | — | — |
| Institutional AUM | $27M | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 97 | 0.0% | — | — | — |
| Institutional | 19 | 0.0% | — | — | — |
| Individuals | 24 | 0.0% | — | — | — |