Edgeline Capital, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
152774
Registered since
December 16, 2010

Firm profile

FINTRX

Overview

Edgeline Capital, LLC is organized as a limited liability company and is recorded as SEC-registered in 2010. Public filings list ownership as a combination of a domestic entity and an individual, and the firm's regulatory classification is shown as unclassified. The record indicates the firm does not act as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant, related adviser, or multi-state adviser. Details such as client segments, advisory services, fee schedules, and business activities were not provided in the source data.

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

3 of 7
  • Brendan Parks

    Brendan Parks

    Partner, Managing DirectorCRD 8031172

  • Dan Epstein

    Managing PartnerCRD 2625166

  • Damon Fisher

    Damon Fisher

    Managing PartnerCRD 1948121

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11726 San Vicente Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth