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 recorded as a limited liability company and is shown as SEC-registered in 2025. Ownership is listed as individual and the firm's classification in the FINTRX record is "Unclassified." The profile does not identify the firm as a capital allocator or an active ESG investor, and the record indicates it is not a multi-state adviser, not a pension consultant, and not a related adviser. The FINTRX entry contains minimal descriptive material about the firm’s business lines, advisory activities, client segments, or fee schedules. Where those operational details would normally guide an outsider’s understanding of positioning and target clients, the public record for Centerline Capital Partners provides little to no granularity.

Assets & Accounts

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

Contacts

1 of 1
  • KEVIN MCNAMEE

    Managing DirectorCRD 5738444

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Intelligence for Private Wealth