← Back to searchVisit website
PHASE LINE CAPITAL, LLC
CRD 315116 · SEC 801-121716
4401 NORTHSIDE PKWY, NW, SUITE 285, ATLANTA, GA, 30327, United States
Phone
470-586-6566
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$52.3M
Discretionary AUM
$52.0M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $17.0M |
| High net worth individuals | 23 | $30.9M |
| Charitable organizations | 1 | $4.4M |
All web addresses on file
Official SEC filing: View on IAPD