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TREE LINE MANAGEMENT

Legal name: TREE LINE ADVISORS (HONG KONG) LTD

CRD 140648File 801-66781
APPROVED
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.64B
Top 25% of cohort (national)
Discretionary AUM
$1.64B
Clients
1
1 accounts
Employees
16

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Jun 1, 2006
Principal office
SUITE 1707, TWO EXCHANGE SQUARE, CENTRAL, HONG KONG
Phone
852-2106-0188

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.64B
Discretionary AUM
$1.64B
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$1.64B

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles1$1.64B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1516increased by1
Apr 1, 2026AUM$1,400,827,143$1,638,022,739increased by$237,195,596
May 1, 2025
vs Oct 1, 2022
Employees1315increased by2
May 1, 2025
vs Oct 1, 2022
AUM$1,504,954,226$1,400,827,143decreased by$104,127,083
Apr 1, 2022Employees1413decreased by1
Apr 1, 2022AUM$1,679,843,670$1,504,954,226decreased by$174,889,444
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TREE LINE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TREE LINE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.