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 that registered with the SEC in 2025. Ownership is listed as an individual owner and the firm is categorized as unclassified in the source data. The record indicates the firm does not act as a capital allocator and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided public descriptions of its advisory activities, client focus, fee schedule, or specific business lines. That limited disclosure in regulatory filings and the dataset suggests Centerline currently maintains a very small public footprint or has not yet reported operational details that would clarify its market positioning or service model.

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

    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