Centerline Capital Partners

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Jamison, Pennsylvania
CRD number
334327
Registered since
June 12, 2025

Firm profile

FINTRX

Overview

Centerline Capital Partners is registered as a limited liability company and is listed as an SEC-registered adviser with an owner designated as an individual. Public data submitted to FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The firm is not identified as an active ESG investor, is not described as a multi-state adviser, and is not listed as a pension consultant or a related adviser to another entity. No specific advisory or business activities were disclosed in the source data, so the firm’s client focus, service model, and investment approach are not available from the provided records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Kevin Mcnamee

    Kevin Mcnamee

    Managing DirectorCRD 5738444

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jamison, PA

Bucks

Location

Jamison, PA

Headquartered in Jamison, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Bucks
Address
51 Ryans Mill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth