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Building 2TREE LINE CAPITAL PARTNERS, LLC

Map pinSAN FRANCISCO, CA
Phone415-795-7575
NotebookSEC #801-106682
Total AUM
$3.8B
Employees
30
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THREE EMBARCADERO CENTER
SUITE 2320
SAN FRANCISCO
CA 94111
United States
Operating Hours
9-5
Monday - Friday
Phone
415-795-7575
Other Offices
2

ReceiptFinancials

Total AUM
$3.8B
Accounts
18
Discretionary
$3.8B
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
14
AUM
$2.8B
Investment Advisor Clients
1
AUM
$1B
Insurance Company Clients
1
AUM
$46.2M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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