← Tributary

FALL LINE CAPITAL, LLC

SAN MATEO, CA · CRD 283625 · IAPD ↗ · fall-line-capital.com · 650-235-4032

$332.4MRegulatory AUM
10Advisory reps
12Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
May 2026 — FALL LINE CAPITAL, LLC reported RAUM down 31% ($479.0M -> $332.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — FALL LINE CAPITAL, LLC crossed $500M in regulatory AUM ($484.3M -> $518.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
April 2024 — FALL LINE CAPITAL, LLC shrank from 13 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2024 — FALL LINE CAPITAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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