Tree Line Management

RIASEC RegisteredEst. 2006
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$1.6B
Accounts
1
Employees
16
Advisory reps
2

Firm details

Headquarters
Hong Kong,
CRD number
140648
Registered since
June 1, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tree Line Management is organized as a corporation and registered with the SEC since 2006. It operates as a hedge fund manager serving institutional clients and combines asset-based fees with performance-based compensation. The firm’s regulatory filings identify it as a CPO/CTA and as a portfolio manager for pooled investment vehicles; it also functions in sponsor/GP and managing-member capacities for pooled structures. Ownership is listed as a mix of an individual and a foreign entity. Tree Line does not describe itself as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • Robert Young Herries

    Chief Operating OfficerCRD 5145521

Contacts

1 of 1
  • Zaheer Sitabkhan

    DirectorCRD 4378703

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
Suite 1707 Two Exchange Sq Central
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth