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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Optima
- Established Date
- 10-10-2018
- Office Locations
- 1
Office Locations
About Liniam Capital, LLC
Liniam Capital, LLC is a Minneapolis, Minnesota RIA and fiduciary serving institutional and private clients with actively managed portfolios guided by macro and fundamental research. The firm runs an active fixed-income strategy that seeks income and total return, including option overlays such as covered calls and cash-secured put writing, plus a tactical allocation approach targeting better-than-60/40 outcomes with lower drawdowns and volatility. CIO Keith Hembre previously led strategy at Nuveen.
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Owner & Executives
MARK DOUGLAS AUSTIN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2147713
- Ownership
- 50% but less than 75%
KEITH BRIAN HEMBRE
Chief Investment Officer, Principal
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,071,615,367 | 38.5% |
| Other | $2,170,076,311 | 27.2% |
| Cash | $2,736,530,055 | 34.3% |
| Total | $7,978,221,733 | 100.0% |