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 an SEC-registered investment adviser formed in 2010 and organized as a limited liability company. Public filings characterize ownership as a combination of a domestic entity and an individual. The firm's regulatory disclosures are limited: it is listed as "unclassified" for its business type, it is not identified as a capital allocator, and it does not flag itself as an active ESG investor. Filings also indicate Edgeline is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser to another registered entity. The source data provides minimal detail about the firm's advisory activities, fee structure, and client segments.

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

    Partner, Managing DirectorCRD 8031172

  • DAN EPSTEIN

    Managing PartnerCRD 2625166

  • DAMON FISHER

    Managing PartnerCRD 1948121

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