Centerline Capital Partners

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Jamison, Pennsylvania
CRD number
334327
Registered since
June 12, 2025

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Kevin Mcnamee

    Kevin Mcnamee

    Managing DirectorCRD 5738444

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

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

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Source: FINTRX private wealth data intelligence

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