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TREE LINE CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA · CRD 173784 · IAPD ↗ · treelinecp.com · 415-795-7575

$3.85BRegulatory AUM
20Advisory reps
30Employees
0Clients
0Planning clients
11Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — TREE LINE CAPITAL PARTNERS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — TREE LINE CAPITAL PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — TREE LINE CAPITAL PARTNERS, LLC reported RAUM up 28% ($3.01B -> $3.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — TREE LINE CAPITAL PARTNERS, LLC reported RAUM up 32% ($2.27B -> $3.01B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.