Managing Member · Tree Line Capital Partners, LLC
David J. Wermuth
CRD 5473034 · Named on Form ADV at 5 SEC-registered advisers
At a glance
Tree Line Capital Partners, LLC, an SEC-registered private fund adviser based in SAN Francisco, CA with $3.8 billion in regulatory assets, lists David J. Wermuth on its Form ADV as Managing Member, a control person. The SEC filings also name David at 4 other registered advisers.
Firms and roles
- Tree Line Capital Partners, LLCManaging MemberPrivate fund adviser · SAN Francisco, CA · $3.8B in regulatory assets
- Stone Point Capital LLCCo-President, General Counsel, Chief Operating OfficerPrivate fund adviser · Greenwich, CT · $68B in regulatory assets
- Stone Point Credit Adviser LLCGeneral Counsel and Managing DirectorPrivate fund adviser · Greenwich, CT · $11B in regulatory assets
- Stone Point Credit Income Adviser LLCManaging Director and General CounselAsset manager · Greenwich, CT · $1.2B in regulatory assets
- Sound Point Capital Management, LPLimited PartnerPrivate fund adviser · New York, NY · $37B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 5 firmsLocked
- Control-person status
- 4 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (23)
- Thomas R. QuimbyManaging Member and Member of Board of Managers, Tree Line Capital Partners, LLC
- Jonathon V. SchroederManaging Member and Member of Board of Managers, Tree Line Capital Partners, LLC
- Scott J. BronnerMember of Board of Managers, Tree Line Capital Partners, LLC
- Nicole F. AntoonChief Compliance Officer, Tree Line Capital Partners, LLC
- Tina M. BadciongChief Financial Officer, Tree Line Capital Partners, LLC
18 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 23 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.