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 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
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 1
Hale Halasy
Chief Compliance OfficerCRD 1837514
Contacts
3 of 3
Brandon Cheeseborough
Vice PresidentCRD 7936232

Frank Cupido
PartnerCRD 5003138

David Portnoff
Senior PartnerCRD 2977967
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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