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Find, Compare and Monitor Financial Advisors at EDGELINE CAPITAL, LLC.

CRD#: 152774
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

EDGELINE CAPITAL, LLC. is located at 11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049 and was first established at Los Angeles, Delaware in 08/26/2009. After operating for 16 years, EDGELINE CAPITAL, LLC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of EDGELINE CAPITAL, LLC.’s clients are individuals and 0% of their clients are high net worth individuals. EDGELINE CAPITAL, LLC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at EDGELINE CAPITAL, LLC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access EDGELINE CAPITAL, LLC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at EDGELINE CAPITAL, LLC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for EDGELINE CAPITAL, LLC. Comes From

Understanding the Statistics for EDGELINE CAPITAL, LLC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049
Mailing Address
11726 San Vicente Blvd. Suite 610, Los Angeles, CA 90049
Firm Size
Small
Phone Number
(310) 442-0595
Established
Delaware since 08/26/2009
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
EDGELINE CAPITAL PARTNERS, LLCOWNER
EPSTEIN, DAN JAYMANAGING DIRECTOR2625166
FISHER, DAMON SCOTTPRESIDENT/MANAGING MEMBER1948121
UCCIFERRI, LOUIECCO/FINOP1156956

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at EDGELINE CAPITAL, LLC.

DF

Damon Scott Fisher

RR
CRD#: 1948121
Location:
Los Angeles, CA 90049
Company:
EDGELINE CAPITAL, LLC.
Disclosures:
Experience:
34 years
View Profile
PB

Peter Lopes Borges

RR
CRD#: 4515472
Location:
Los Angeles, CA 90049
Company:
EDGELINE CAPITAL, LLC.
Disclosures:
Experience:
22 years
View Profile
JH

Jennifer Phelps Hunt

RR
CRD#: 4578885
Location:
Los Angeles, CA 90049
Company:
EDGELINE CAPITAL, LLC.
Disclosures:
Experience:
23 years
View Profile
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