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 has been SEC-registered since 2010. FINTRX classifies the firm as unclassified; ownership is listed as a mix of a domestic entity and an individual. The snapshot indicates the firm does not present itself as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or a related adviser. The firm did not supply supplemental detail about its advisory services, client types, or specific investment mandates.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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