Tree Line Capital Markets, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 317434
- Registered since
- September 13, 2022
- Website
- treelinecp.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Hale Halasy
Chief Compliance OfficerCRD 1837514
Contacts
3 of 4
David Portnoff
Senior PartnerCRD 2977967

Frank Cupido
PartnerCRD 5003138

Shria Vora
AssociateCRD 7583460
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
FTP Securities LLC
Broker-DealerSan Francisco, CA
Growthpoint Technology Partners, LLC
Broker-DealerSan Francisco, CA
Robert Blum Municipals, Inc.
Broker-DealerSan Francisco, CA
Backstrom Mccarley Berry & Co, LLC
Broker-DealerSan Francisco, CA
Charles Schwab & Co, Inc.
Broker-DealerSan Francisco, CA
Union Square Advisors LLC
Broker-DealerSan Francisco, CA