BRIDGE LINE ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
318053
Registered since
January 25, 2022

Firm profile

FINTRX

Overview

Bridge Line Advisors LLC is a small, fund-focused investment adviser formed in 2022 and organized as an LLC. Filings characterize the firm as a sponsor and general partner of pooled investment vehicles rather than a traditional wealth manager: its regulatory profile lists affiliations with a broker‑dealer, an insurance company and other investment adviser roles, and it serves as sponsor/GP for private funds. The firm does not identify itself as an active ESG investor or as a multi‑state advisory firm, and it does not list a conventional advisory client roster or capital‑allocator designation in its disclosures. That profile points to a business centered on forming and managing private pooled vehicles—primarily venture capital—rather than on serving retail or high‑net‑worth advisory accounts.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • ROBERT SPITLER

    Co-CEO & CFOCRD 4050312

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
1200 N Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth