Tree Line Capital Partners, LLC

Fee-Only (% of Portfolio)

Tree Line Capital Partners is a private credit asset management firm specializing in direct lending to lower middle-market companies in North America. They offer first lien term loans, unitranche term loans, and equity co-investments, typically ranging from $10M to $150M. Tree Line's clients are primarily the Funds and separately managed accounts (SMAs). Investment advice is tailored to each client's needs and objectives, as outlined in their agreements. Tree Line also integrates environmental, social, and governance (ESG) factors into its investment process.

Assets Under Management$3B
Clients11
AdvisorsN/A
Avg. per Client$270M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Tree Line Capital Partners manages investments for separately managed accounts (SMAs) and Funds. The SMAs pay an annual management fee based on the account's net asset value, payable quarterly. The specifics of the management fee are negotiated prior to the execution of each SMA’s investment advisory agreement. The Funds pay an annual management fee based on either the gross asset value or net capital contributions of the respective Fund’s investments, payable quarterly. The specifics of the management fee are negotiated prior to the execution of each Fund’s limited partnership agreement.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.