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New Line Capital, LLC (Santa Fe)


New Line Capital, LLC is an adviser based in Santa Fe. It manages $25.6 million of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Colorado, New Jersey, and New Mexico.




New Line Capital provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

New Line Capital: assets under management

The assets under management (AUM) of New Line Capital, LLC is $25.6 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.14 million in discretionary accounts and $8.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.41 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Line Capital, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Fe

The principal office where New Line Capital, LLC performs its advisory services is located at 64 County Road 67 F, Santa Fe, NM 87505 The mailing address of the firm is P.O. Box 2778, Santa Fe, NM 87504. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-989-7211. The normal business hours are by appointment on Monday - Friday.


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