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 recorded as a combination of a domestic entity and an individual. The firm is not listed as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multistate or newly formed adviser. FINTRX does not include firm-supplied descriptions of Edgeline’s business activities, advisory services, fee schedules, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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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