StraightLine Group

Private Investment Firm Daglish, Australia ·Founded 2002

Overview

StraightLine Group is a registered investment adviser based in Troy, Michigan, offering comprehensive financial planning and investment management services. The firm provides a range of services, including discretionary investment management, financial planning, and discretionary cash management, catering to both individual and institutional clients. StraightLine Group manages assets on a discretionary and non-discretionary basis, with over $1 billion in assets under management as of December 31, 2024. The firm's investment strategies encompass long-term and short-term trading, utilizing various analysis methods such as charting, fundamental, and technical analysis. StraightLine Group collaborates with Charles Schwab & Company, Inc. as a custodian for client accounts and does not receive soft dollar benefits. The firm is committed to adhering to fiduciary standards, ensuring that clients' interests are prioritized in all investment decisions. StraightLine Group's mission is to empower clients to achieve financial success through education, planning, and investment management, serving individuals, families, businesses, and institutions across the United States. The firm's approach emphasizes personalized financial strategies tailored to each client's unique goals and circumstances, fostering long-term relationships built on trust and transparency.

Investment Focus

  • Accredited investors only
  • Long-term investment horizon

Portfolio Companies

AppleMicrosoftAmazonFacebookAirbnbUberSpotifyGoogleSamsungTeslaIntelLinkedInSalesforceTwitterSnapIBMNetflixAdobeOracleCisco

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Frequently asked questions about StraightLine Group

What sectors does StraightLine Group invest in?

StraightLine Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Daglish, Australia. StraightLine Group is listed as a private investment firm in the ConnectSafely investor database.

What stage does StraightLine Group invest at?

StraightLine Group backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.

Which regions does StraightLine Group invest in?

StraightLine Group invests across United States.

Who are the partners at StraightLine Group?

Team members listed for StraightLine Group include Brian Gibson (owner).

What companies has StraightLine Group invested in?

StraightLine Group's portfolio includes Apple, Microsoft, Amazon, Facebook, Airbnb, Uber, Spotify and Google.

How do I contact StraightLine Group?

StraightLine Group's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database