Liniam Capital

What Liniam Capital does

Liniam Capital is a boutique Registered Investment Adviser (RIA) founded in 2018 and headquartered in Minneapolis, Minnesota. The firm operates as a fiduciary and provides investment and tax advisory services to two primary client segments: institutional investors (pension funds, endowments, foundations, and corporate funds) and high net worth private clients. A smaller, values-aligned Catholic faith-based investor segment is also served. The firm runs a direct advisory model through customized separate accounts with full transparency, no lockups, and client access via an Interactive Brokers portal.

The firm's core offering is a coordinated suite of four investment strategies: the Absolute Return Strategy (tactical asset allocation with long/short positioning across asset classes over 12-24 month horizons, with possible moderate leverage); the Bond Premium Strategy (active fixed income with duration management and sector allocation); the Equity Premium Strategy (active diversified equity with thematic and macro overlays); and a Customized Solution built from the firm's allocation and security-selection toolkit. Underlying capabilities include selective cash-secured put-write and covered call options overlays applied across sectors, security types, price points, and expiry dates, and active use of low-cost, highly liquid ETFs. The investment process is described as a combination of macro and fundamental analysis.

Liniam generates revenue through recurring investment advisory fees on assets under management, with detailed economics disclosed only inside Form ADV Part 2A/2B rather than on the public site. Distribution is direct, supported by content marketing — a Market Updates blog, a LinkedIn corporate page, and CIO Keith Hembre's Substack newsletter — and by referrals and professional networks. The firm operates with 1-10 employees, two named principals (CEO Mark Austin and CIO Keith Hembre, CFA), no disclosed parent, no subsidiaries, no funding rounds, and no M&A activity, with geographic operations confined to the domestic U.S. market, primarily the Midwest.

Name

Liniam Capital

Legal name

Liniam Capital, LLC

Website

https://liniam.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Liniam Capital is a boutique Minneapolis-based Registered Investment Adviser founded in 2018, providing fiduciary investment and tax advisory services to institutional clients and high net worth individuals through customized separate accounts and a four-strategy platform.

Ownership category

akta.pro rank

Product category

Boutique Investment Management (Registered Investment Adviser)

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Fee-Based Advisory (FSAEAAAM)

Keywords

• Investment advisory
• Asset management
• Portfolio management
• Fixed income strategies
• Separately managed accounts

Headquarters

HQ city

Minneapolis

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory Fees: Charges investment advisory/management fees for providing personalized investment management services to private and institutional clients. As a Registered Investment Advisory firm operating as a fiduciary.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Liniam Capital is a boutique Registered Investment Adviser that provides fiduciary investment and tax advisory services to institutional and private clients through separately managed accounts. It executes four actively managed strategies—Absolute Return, Bond Premium, Equity Premium, and Customized Solution—using diversified low-cost ETFs, options overlays (covered calls and cash-secured puts), duration management, and a macro and fundamental research framework.

Product overview

Liniam Capital is a boutique investment management firm offering a unified platform of four distinct investment strategies: Absolute Return Strategy, Bond Premium Strategy, Equity Premium Strategy, and Customized Solution. The firm provides investment and tax advisory services for private and institutional clients, utilizing a comprehensive macro and fundamental approach to the markets. The strategies work together as a suite, with clients typically utilizing combinations of these strategies to create portfolios aligned with their age, lifestyle, income needs, and risk appetite. The firm acts as a Registered Investment Adviser (RIA) and fiduciary based in Minneapolis, Minnesota.

Differentiator

Problem solved

Functional benefit

Products and services

• Absolute Return Strategy Tactical allocation strategy that makes significant changes to portfolio positioning based on macro views over 12–24 month horizons, utilizing long and short positioning across asset classes. May employ moderate leverage and is offered in a separate account format with full transparency and liquidity, targeting investors seeking an alternative to a traditional 60/40 allocation.
• Bond Premium Strategy Active fixed income strategy that engages in duration management and sector allocation, generating additional income through covered call strategies and cash secured put-write strategies. Typically uses low-cost ETFs for bond market exposure and seeks to outperform the broad domestic bond market.
• Equity Premium Strategy Actively managed diversified equity portfolio that reflects thematic and macro views, utilizing an option overlay strategy with cash secured put-write and covered call approaches to create additional income and manage portfolio outcomes, including a variant for Catholic faith-based investors.
• Customized Solution Highly customized portfolios structured to address client income requirements, liquidity needs, risk tolerance, and total return expectations, drawing upon the firm's asset allocation and asset class specific strategies.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Moneta Group: Independent RIA providing fee-based investment management, financial planning, and tax services to HNW clients. Directly comparable boutique RIA model with customized portfolio construction.
• Carson Group: Independent RIA and advisor platform serving HNW clients through partner advisors. Comparable in being a fiduciary RIA serving HNW clients with institutional-quality investment offerings.
• Aspiriant: Boutique, fee-only RIA serving HNW individuals with customized investment and wealth planning solutions. Closely comparable boutique RIA model positioning and personalized service.
• Buckingham Strategic Wealth: Independent RIA offering customized investment management and financial planning to HNW individuals. Directly comparable as a fiduciary, fee-based boutique RIA with a focus on personalized portfolio construction.
• Creative Planning: Large independent RIA serving HNW and institutional clients with a multi-strategy, fee-based advisory platform. Highly comparable to Liniam's RIA, fee-based, separate-account business serving the same customer types, just at much greater scale.
• SageView Advisory: RIA focused on institutional retirement plan consulting and wealth management for corporate and HNW clients. Comparable mix of institutional and private client work with fee-based advisory model.
• Mariner Wealth Advisors: Independent RIA platform providing comprehensive wealth advisory, tax planning, and institutional consulting. Comparable as a fee-based RIA offering customized portfolios and OCIO-style services to HNW and institutional clients.

Emerging players

• Range: Modern digital-native RIA offering flat-fee wealth management to HNW clients. Partially comparable as a newer-model RIA using technology and content to differentiate, though with a tech-enabled rather than bespoke advisory delivery model.

Broad incumbents

• Russell Investments: Global investment firm offering OCIO, multi-asset, and fixed income strategies to institutional investors. Directly comparable on the institutional consulting/OCIO mandate side that Liniam targets with its Absolute Return and Bond Premium strategies.
• Nuveen Asset Management: Large global asset manager where Liniam CIO Keith Hembre previously served as Chief Economist. Comparable across active fixed income, equity options, and absolute return strategies that Liniam also offers, but at vastly greater scale and as a wider product-set incumbent.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/liniam-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Liniam Capital