GROWTHLINE CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$8.5M
Discretionary
$8.5M
100% of AUM
Avg account
$8.5M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
311182
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Growthline Capital Management LLC operates as a limited liability company primarily focused on hedge fund management. The firm specializes in portfolio management for pooled investment vehicles and for businesses or institutions. With a client base that is exclusively institutional, the firm employs a performance-based fee structure, aligning its interests with those of its clients. Growthline Capital Management does not engage in capital allocation or serve as a pension consultant, nor does it have affiliations with other advisory firms.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • MARK SHATTAN

    Chief Investment OfficerCRD 3130314

Contacts

1 of 1
  • DAVID WALKER

    MemberCRD 5076929

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1 Landmark Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth