TREE LINE CAPITAL MARKETS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 317434
- Registered since
- September 13, 2022
- Website
- treelinecp.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4HALE HALASY
CCOCRD 1837514
Brandon Cheeseborough
Vice PresidentCRD 7936232
FRANK CUPIDO
PartnerCRD 5003138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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