Edgeline Capital, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 152774
- Registered since
- December 16, 2010
- Website
- edgelinecapital.com
Firm profile
FINTRXOverview
Edgeline Capital, LLC is organized as a limited liability company. The firm's ownership is recorded as including both a domestic entity and an individual. In the dataset the adviser is categorized as "Unclassified" and several operational flags are negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not listed as newly formed, is not a pension consultant, and is not designated as a related adviser. The snapshot contains minimal detail about the firm's services. Fields for client segments, fee schedules, business activities and advisory offerings are not populated in the available record, which limits the ability to describe target clients or service lines from public data alone.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Louie Ucciferri
FinOpCRD 1156956

Damon Fisher
Managing PartnerCRD 1948121
Dan Epstein
Managing PartnerCRD 2625166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11726 San Vicente Blvd
- Time zone
- PT (UTC-8)
- Office locations
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