TREE LINE CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 173784
- Registered since
- September 23, 2015
- Website
- treelinecp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles72.11%
- Other Investment Advisers26.69%
- Insurance Companies1.2%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tree Line Capital Partners, LLC is organized as an LLC and operates as a hedge fund manager that has been SEC-registered since 2015. The firm serves an institutional client base and provides portfolio management for pooled investment vehicles and for businesses or institutions. Its compensation blends a percentage-of-assets fee with performance-based fees, consistent with its management of pooled funds. The firm identifies as an active ESG investor and maintains a broker-dealer affiliation.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 3NICOLE ANTOON
Counsel & Chief Compliance OfficerCRD 6026777
TINA BADCIONG
Chief Financial OfficerCRD 5008936
BRADLEY DYSLIN
Global Chief Investment OfficerCRD 7176807
Contacts
3 of 4CATHERINE COLE
Managing DirectorCRD 5158902
JONATHON SCHROEDER
Founding & Managing PartnerCRD 6427718
THOMAS QUIMBY
Managing Partner and FounderCRD 6427711
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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