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 is registered with the SEC in 2025. Ownership is held by an individual rather than an institutional parent. Public filings classify the firm as "unclassified" and indicate it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not registered to operate across multiple states, and is not listed as a pension consultant or as having related adviser entities. The firm has not provided public detail on its advisory activities, fee schedules, client segments, or specific business lines. Those omissions limit the ability to profile its target client types, service model (discretionary versus non-discretionary), or typical product mix from available records.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Kevin Mcnamee

    Kevin Mcnamee

    Managing DirectorCRD 5738444

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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