CORELINE MANAGEMENT LLC
Firm details
- Headquarters
- REDWOOD CITY, California
- CRD number
- 334542
- Registered since
- January 6, 2025
Firm profile
FINTRXOverview
Coreline Management LLC is a limited liability company that registered with the SEC in 2025 and operates primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm does not report a retail advisory client base or traditional account servicing activity; instead its activity centers on forming and managing private investment funds. Coreline is not positioned as a capital allocator to external advisory accounts, and it does not identify as an active ESG investor. The firm's classification is unclassified and its owner type is listed as a domestic entity and individual. Coreline’s public profile indicates its core business activity is fund sponsorship and fund management rather than running a multi-state advisory practice or providing pension consulting services.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
1 of 1MATTHEW BONNER
Chief Operating OfficerCRD 6028778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
REDWOOD CITY, CA
SAN MATEO
Location
REDWOOD CITY, CA
Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 303 Twin Dolphin Dr
- Time zone
- PT (UTC-8)
- Office locations
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