SourcingSourcing

TREE LINE CAPITAL PARTNERS, LLC

C19
CRD 173784·SEC 801-106682·SAN FRANCISCO, CA
AUM
$3.85B
$1B+
Est. Revenue
$38.5M
@ 1% on AUM
Est. EBITDA
$11.5M
@ 30% margin
Est. Deal Value
$92.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TREE LINE CAPITAL PARTNERS, LLC
CRD
173784
SEC file #
801-106682
EIN
471842458
DBA names
—

Economics

AUM
$3.85B
AUM band
$1B+
AUM trajectory
'20'26
$731.3M → $3.85B▲ +426%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
30
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
10 advisors → 20 advisors▲ +100%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
treelinecp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AFLAC GI HOLDINGS, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
AFLAC GI HOLDINGS, LLC
TRIDENT TREE LINE MANAGEMENT,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TREELINECP.COM
Rdap Domain Creation Date
2014-02-22T02:01:29Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001623588
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2014-10-28
Edgar Last Filing Date
2014-10-30
Edgar Form D Count
2
Edgar Form D Offerings
2014-10-302014-10-30 · 0001623588-14-000002
2014-10-282014-10-28 · 0001623588-14-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
State Street49
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
ONE MARKET STREET, 36TH FLOORSAN FRANCISCO, CA 94105
Business
ONE MARKET STREET, 36TH FLOORSAN FRANCISCO, CA 94105
Edgar EIN
471842458
Edgar Recent Filings
D/A2014-10-30 · 0001623588-14-000002
D2014-10-28 · 0001623588-14-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-22T02:01:29Z
Rdap Domain Last Changed
2026-02-22T14:17:03Z
Rdap Nameservers
Ben.ns.cloudflare.comLeah.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (7)

7
QUIMBY, THOMAS, REYNOLDS
Direct Owner · 7.5%
6427711
SCHROEDER, JONATHON, VOSS
Direct Owner · 7.5%
6427718
ANTOON, NICOLE, FIORENZA
Executive Officer · 2.5%
6026777
BADCIONG, TINA, MARIE
Executive Officer · 2.5%
5008936
BRONNER, SCOTT, JONATHAN
Executive Officer · 2.5%
4973908
COLE, CATHERINE, FRANCES
Executive Officer · 2.5%
5158902
DYSLIN, BRADLEY, EUGENE
Executive Officer · 2.5%
7176807