Tree Line Capital Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
317434
Registered since
September 13, 2022

Firm profile

FINTRX

Overview

Tree Line Capital Markets, LLC is organized as a limited liability company and is listed as a domestic entity with an individual owner. The snapshot classifies the firm as unclassified and indicates it does not act as a capital allocator. The profile also notes the firm is not identified as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm supplied no descriptions of its business activities, advisory services, client types, or affiliations in the source data.

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

Owners & executives

1 of 1
  • Hale Halasy

    Hale Halasy

    Chief Compliance OfficerCRD 1837514

Contacts

3 of 4
  • David Portnoff

    David Portnoff

    ​Senior PartnerCRD 2977967

  • Frank Cupido

    Frank Cupido

    PartnerCRD 5003138

  • Shria Vora

    Shria Vora

    AssociateCRD 7583460

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, 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 Francisco
Address
3 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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