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 registered with the SEC and organized as a limited liability company. The firm’s SEC registration date is 2022 and ownership is recorded as a combination of a domestic entity and an individual. Beyond corporate form and registration year, public reporting provides minimal detail on the firm’s business model: fields for client base, fee structure, business activities, and advisory services are not populated in the available record. Regulatory flags in the file indicate several negative markers rather than specialties: the firm is not identified as a capital allocator, it does not report active ESG investing, it is not listed as a multi-state adviser, it is not a pension consultant, and it is not identified as a related adviser. The firm’s classification is recorded as “Unclassified,” which, together with the sparse disclosures, suggests limited public information about investment approach or target client segments.
Assets & Accounts
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
Incoming AnalystCRD 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
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