FALL LINE CAPITAL, LLC

RIASEC RegisteredEst. 2020
Total AUM
$332M
Discretionary
$332M
100% of AUM
Avg account
$83.1M
Accounts
4
Employees
12
Advisory reps
2

Firm details

Headquarters
SAN MATEO, California
CRD number
283625
Registered since
May 15, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fall Line Capital, LLC is a privately held investment manager that registered with the SEC in 2020 and targets institutional clients. The firm is organized as an LLC and classifies itself across real estate and venture-capital strategies while describing its broader role as a multifaceted fund manager. Its advisory activity centers on portfolio management for pooled investment vehicles, and it acts in sponsor/GP/managing-member capacities for those vehicles. Compensation is a mix of a percentage-of-assets fee and performance-based fees. Fall Line does not identify as an active ESG investor and is not structured as a multi-state or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

2 of 2
  • Clay Mitchell

    Co-Founder & Managing DirectorCRD 7237890

  • ERIC OBRIEN

    Co-Founder and Managing DirectorCRD 2518556

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

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
411 Borel Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth