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 registered with the SEC in 2022. The firm's reported ownership structure is a domestic entity combined with an individual owner. Its regulatory snapshot classifies the adviser as unclassified rather than aligning it with common adviser categories such as pension consultant or related adviser. On the operational side, Tree Line does not identify itself as a capital allocator and does not report being an active ESG investor. The firm is not listed as a multi-state adviser and does not classify itself as newly formed in the available filings.

Assets & Accounts

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
  • Hale Halasy

    Hale Halasy

    Chief Compliance OfficerCRD 1837514

Contacts

3 of 3
  • Brandon Cheeseborough

    Brandon Cheeseborough

    Vice PresidentCRD 7936232

  • Frank Cupido

    Frank Cupido

    PartnerCRD 5003138

  • David Portnoff

    David Portnoff

    ​Senior PartnerCRD 2977967

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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