CORELINE MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
REDWOOD CITY, California
CRD number
334542
Registered since
January 6, 2025

Firm profile

FINTRX

Overview

Coreline Management LLC is a limited liability company that registered with the SEC in 2025 and operates primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm does not report a retail advisory client base or traditional account servicing activity; instead its activity centers on forming and managing private investment funds. Coreline is not positioned as a capital allocator to external advisory accounts, and it does not identify as an active ESG investor. The firm's classification is unclassified and its owner type is listed as a domestic entity and individual. Coreline’s public profile indicates its core business activity is fund sponsorship and fund management rather than running a multi-state advisory practice or providing pension consulting services.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • MATTHEW BONNER

    Chief Operating OfficerCRD 6028778

Wealth teams

FINTRX

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

REDWOOD CITY, CA

SAN MATEO

Location

REDWOOD CITY, CA

Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
303 Twin Dolphin Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth