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TREE LINE CAPITAL PARTNERS, LLC
CRD 173784File 801-106682
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.85B
Top 25% of cohort (national)
Discretionary AUM
$3.85B
Clients
14
18 accounts
Employees
30
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 23, 2015
- Principal office
- THREE EMBARCADERO CENTER, SUITE 2320, SAN FRANCISCO, CA, 94111
- Phone
- 415-795-7575
- Website
- HTTPS://TREELINECP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.85B
- Discretionary AUM
- $3.85B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 18
- Non-discretionary accounts
- 0
- Total accounts
- 18
- AUM per client
- $274.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $46.2M |
| Other investment advisers | Fewer than 5 | $1.03B |
| Pooled investment vehicles | 14 | $2.77B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.