TREE LINE CAPITAL MARKETS, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
317434
Registered since
September 13, 2022

Firm profile

FINTRX

Overview

Tree Line Capital Markets, LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2022). Publicly reported profile fields are sparse: the firm is marked as "unclassified" for its business classification, and ownership is identified as both a domestic entity and an individual. The record indicates the firm does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or a pension consultant. Other common profile elements — such as target client types, fee schedules, and detailed advisory activities — are not disclosed in the available data.

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

3 of 4
  • HALE HALASY

    CCOCRD 1837514

  • Brandon Cheeseborough

    Vice PresidentCRD 7936232

  • FRANK CUPIDO

    PartnerCRD 5003138

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, 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 FRANCISCO
Address
3 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth