Edgeline Capital, LLC

Broker-DealerFINRA Member
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. The firm's ownership is recorded as including both a domestic entity and an individual. In the dataset the adviser is categorized as "Unclassified" and several operational flags are negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not listed as newly formed, is not a pension consultant, and is not designated as a related adviser. The snapshot contains minimal detail about the firm's services. Fields for client segments, fee schedules, business activities and advisory offerings are not populated in the available record, which limits the ability to describe target clients or service lines from public data alone.

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
  • Louie Ucciferri

    Louie Ucciferri

    FinOpCRD 1156956

  • Damon Fisher

    Damon Fisher

    Managing PartnerCRD 1948121

  • Dan Epstein

    Managing PartnerCRD 2625166

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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