EXLINE CAPITAL

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FORT WORTH, Texas
CRD number
318683

Firm profile

FINTRX

Overview

Exline Capital operates as a private investment firm that deploys capital primarily through closed-end pooled vehicles. The firm is organized to act as sponsor, general partner and managing member of its funds, signaling that its activity centers on sourcing, structuring and managing private equity-style investments rather than providing ongoing retail advisory services. Public regulatory markers indicate it is not positioned as an active ESG investor, is not a multi-state adviser and does not operate as a pension consultant. Investment activity is concentrated on small-to-mid sized private equity funds. Given its role as GP and sponsor, Exline Capital’s allocation emphasis is toward negotiated, illiquid positions held inside the firm’s own pooled vehicles rather than broad public market mandates or advisory mandates for individual retail clients.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • William Woodruff

    PrincipalCRD 7500231

  • William Smith

    PrincipalCRD 7500237

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
1751 River Run
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth