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Tree Line Management

Tree Line Management is a RIA with $1B in AUM . Zaheer Abbas Sitabkhan is the majority owner of the firm and has been in this role with the firm since 2006.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$1.1B
Total Assets
1
Accounts
$1.1B
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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  •   Zaheer Abbas Sitabkhan (75% or more)
  •   Tree Line Investment Management Limited (75% or more)
  •   Sitabkhan Family Trust-De-Trust (10% to 25%)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Zaheer Abbas Sitabkhan Director 02/01/2006
Robert Alexander Young Herries Chief Compliance Officer and Chief Operating Officer and Director 05/01/2006
Zaheer Abbas Sitabkhan Tree Line Investment Management Limited, Director and Owner 02/01/2006
Arthur Jameskay Stubbs Tree Line Investment Management Limited, Director 10/01/2010
Adam Alexander Le Mesurier Tree Line Investment Management Limited, Director 09/01/2010

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
Phone Number: 852-2106-0188

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Performance-based Fees