Tree Line Strategy Group LLC

Overview

Tree Line Strategy Group LLC is a small, privately owned investment adviser organized as a limited liability company that provides portfolio management services to individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and reports an owner classified as an individual. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Advisory activity is concentrated on direct portfolio management for individual and family clients rather than institutional mandates.

Assets & Accounts

Investments & Alternatives