Centerline Capital Partners
Firm details
- Headquarters
- Jamison, Pennsylvania
- CRD number
- 334327
- Registered since
- June 12, 2025
Firm profile
FINTRXOverview
Centerline Capital Partners is organized as a limited liability company and is registered with the SEC in 2025. The firm is owned by an individual and is listed under an unclassified adviser designation in its public profile. The record contains minimal detail about the firm's advisory model: there is no disclosed client base, no fee schedule published, and business/advisory activities are not described. Several regulatory attributes are explicitly negative in the filing. Centerline does not identify itself as a capital allocator, is not flagged as an active ESG investor, is not a multistate adviser, does not present itself as a pension consultant, and is not identified as a related adviser to another entity. The firm is also not marked as a newly formed adviser despite its recent SEC registration.
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
1 of 1
Kevin Mcnamee
Managing DirectorCRD 5738444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jamison, PA
Bucks
Location
Jamison, PA
Headquartered in Jamison, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 51 Ryans Mill Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PNC Capital Markets LLC
Broker-DealerPittsburgh, PA
Hornor, Townsend & Kent, LLC
Broker-DealerConshohocken, PA
Axcelus Financial Distribution Company
Broker-DealerPhiladelphia, PA
Grant Williams L.P.
Broker-DealerPhiladelphia, PA
Trustmont Financial Group, Inc.
Broker-DealerGreensburg, PA
Cresap, Inc.
Broker-DealerRadnor, PA