LINEAGE CAPITAL, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 163020
- Registered since
- March 24, 2014
- Website
- www.lineagecap.com
Firm profile
FINTRXOverview
Lineage Capital, LLC is a privately owned limited liability company that has been SEC-registered since 2014. The firm is owned by an individual and is recorded as an unclassified advisor. It does not present itself as a capital allocator or a multi-state adviser, and it is not identified as an active ESG investor. Public records indicate Lineage Capital acts in sponsor and general partner capacities, serving as the managing member for pooled investment vehicles rather than operating primarily as a traditional retail advisory firm.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
1 of 1GRETCHEN VALLANTE
CEO & CFOCRD 6047988
Contacts
3 of 3THOMAS PARKER
PartnerCRD 1412851
WILLIAM MCKINLEY
FounderCRD 6047983
MARK SULLIVAN
PartnerCRD 1419674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 399 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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