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 organized as a limited liability company and appears in FINTRX’s snapshot as an SEC-registered adviser with an SEC registration year of 2025. The firm is identified as having an individual owner and is classified as "Unclassified" in the dataset. The snapshot lists several firm characteristics: it is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The record does not include descriptions of the firm’s advisory activities, business model, client segments, or fee schedule.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth