Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Tree Line Capital Partners, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
AFLAC GI HOLDINGS, LLCDirect owner · Schedule AInterest in TREE LINE CAPITAL PARTNERS, LLC
25% to < 50%
TRIDENT TREE LINE MANAGEMENT, INC.Direct owner · Schedule AInterest in TREE LINE CAPITAL PARTNERS, LLC
10% to < 25%
UNIVERSITY OF TEXAS SYSTEMDirect owner · Schedule AInterest in TREE LINE CAPITAL PARTNERS, LLC
10% to < 25%
THOMAS REYNOLDS QUIMBYDirect owner · Schedule AInterest in TREE LINE CAPITAL PARTNERS, LLC
5% to < 10%
JONATHON VOSS SCHROEDERDirect owner · Schedule AInterest in TREE LINE CAPITAL PARTNERS, LLC
5% to < 10%
SCOTT JONATHAN BRONNERDirect owner · Schedule AInterest in TREE LINE CAPITAL PARTNERS, LLC
< 5%
CATHERINE FRANCES COLEDirect owner · Schedule AInterest in TREE LINE CAPITAL PARTNERS, LLC
< 5%
BRADLEY EUGENE DYSLINDirect owner · Schedule AInterest in TREE LINE CAPITAL PARTNERS, LLC
< 5%
JAMES DAWSON CAREYIndirect owner · Schedule BInterest in JC TRIDENT V, LLC
75%+
DAVID JAY WERMUTHIndirect owner · Schedule BInterest in DW TRIDENT V, LLC
75%+
NICOLAS DAVID ZERBIBIndirect owner · Schedule BInterest in NZ TRIDENT V, LLC
75%+
CHARLES ARTHUR DAVISIndirect owner · Schedule BInterest in CD TRIDENT V, LLC
75%+
AFLAC INCORPORATEDIndirect owner · Schedule BInterest in AFLAC GI HOLDINGS, LLC
75%+
TRIDENT V, L.P.Indirect owner · Schedule BInterest in TRIDENT TREE LINE MANAGEMENT, INC.
50% to < 75%
TRIDENT V PARALLEL FUND, L.P.Indirect owner · Schedule BInterest in TRIDENT TREE LINE MANAGEMENT, INC.
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Tree Line Capital Partners, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-30 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | THOMAS REYNOLDS QUIMBYMANAGING MEMBER AND MEMBER OF BOARD OF MANAGERSIndividual | TREE LINE CAPITAL PARTNERS, LLC | 5% to less than 10%Code A | Yes | MANAGING MEMBER AND MEMBER OF BOARD OF MANAGERS10/2014 | Schedule APDF page 76 |
| 2 | JONATHON VOSS SCHROEDERMANAGING MEMBER AND MEMBER OF BOARD OF MANAGERSIndividual | TREE LINE CAPITAL PARTNERS, LLC | 5% to less than 10%Code A | Yes | MANAGING MEMBER AND MEMBER OF BOARD OF MANAGERS10/2014 | Schedule APDF page 76 |
| 3 | SCOTT JONATHAN BRONNERMEMBER OF BOARD OF MANAGERSIndividual | TREE LINE CAPITAL PARTNERS, LLC | Less than 5%Code NA | Yes | MEMBER OF BOARD OF MANAGERS10/2014 | Schedule APDF page 76 |
| 4 | NICOLE FIORENZA ANTOONCHIEF COMPLIANCE OFFICERIndividual | TREE LINE CAPITAL PARTNERS, LLC | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER10/2014 | Schedule APDF page 77 |
| 5 | TRIDENT TREE LINE MANAGEMENT, INC.MEMBERDomestic entity | TREE LINE CAPITAL PARTNERS, LLC | 10% to less than 25%Code B | No | MEMBER07/2024 | Schedule APDF page 77 |
| 6 | UNIVERSITY OF TEXAS SYSTEMMEMBERDomestic entity | TREE LINE CAPITAL PARTNERS, LLC | 10% to less than 25%Code B | No | MEMBER05/2015 | Schedule APDF page 77 |
| 7 | TINA MARIE BADCIONGCHIEF FINANCIAL OFFICERIndividual | TREE LINE CAPITAL PARTNERS, LLC | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER06/2020 | Schedule APDF page 77 |
| 8 | AFLAC GI HOLDINGS, LLCMEMBERDomestic entity | TREE LINE CAPITAL PARTNERS, LLC | 25% to less than 50%Code C | Yes | MEMBER07/2024 | Schedule APDF page 77 |
| 9 | CATHERINE FRANCES COLEMEMBER OF BOARD OF MANAGERSIndividual | TREE LINE CAPITAL PARTNERS, LLC | Less than 5%Code NA | Yes | MEMBER OF BOARD OF MANAGERS07/2024 | Schedule APDF page 77 |
| 10 | BRADLEY EUGENE DYSLINMEMBER OF BOARD OF MANAGERSIndividual | TREE LINE CAPITAL PARTNERS, LLC | Less than 5%Code NA | Yes | MEMBER OF BOARD OF MANAGERS07/2024 | Schedule APDF page 77 |
| 11 | TRIDENT V, L.P.MEMBERForeign entity | TRIDENT TREE LINE MANAGEMENT, INC. | 50% to less than 75%Code D | Yes | MEMBER07/2024 | Schedule BPDF page 77 |
| 12 | TRIDENT V PARALLEL FUND, L.P.MEMBERForeign entity | TRIDENT TREE LINE MANAGEMENT, INC. | 25% to less than 50%Code C | Yes | MEMBER07/2024 | Schedule BPDF page 77 |
| 13 | TRIDENT CAPITAL V, L.P.GENERAL PARTNERForeign entity | TRIDENT V, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2008 | Schedule BPDF page 77 |
| 14 | CD TRIDENT V, LLCGENERAL PARTNERDomestic entity | TRIDENT CAPITAL V, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2008 | Schedule BPDF page 77 |
| 15 | JC TRIDENT V, LLCGENERAL PARTNERDomestic entity | TRIDENT CAPITAL V, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2008 | Schedule BPDF page 77 |
| 16 | DW TRIDENT V, LLCGENERAL PARTNERDomestic entity | TRIDENT CAPITAL V, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2008 | Schedule BPDF page 77 |
| 17 | NZ TRIDENT V, LLCGENERAL PARTNERDomestic entity | TRIDENT CAPITAL V, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2008 | Schedule BPDF page 77 |
| 18 | TRIDENT CAPITAL V-PF, L.P.GENERAL PARTNERDomestic entity | TRIDENT V PARALLEL FUND, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2011 | Schedule BPDF page 77 |
| 19 | JAMES DAWSON CAREYMANAGING MEMBERIndividual | JC TRIDENT V, LLC | 75% or moreCode E | Yes | MANAGING MEMBER12/2008 | Schedule BPDF page 77 |
| 20 | DAVID JAY WERMUTHMANAGING MEMBERIndividual | DW TRIDENT V, LLC | 75% or moreCode E | Yes | MANAGING MEMBER12/2008 | Schedule BPDF page 77 |
| 21 | NICOLAS DAVID ZERBIBMANAGING MEMBERIndividual | NZ TRIDENT V, LLC | 75% or moreCode E | Yes | MANAGING MEMBER12/2008 | Schedule BPDF page 77 |
| 22 | CHARLES ARTHUR DAVISMANAGING MEMBERIndividual | CD TRIDENT V, LLC | 75% or moreCode E | Yes | MANAGING MEMBER12/2011 | Schedule BPDF page 78 |
| 23 | CD TRIDENT V, LLCGENERAL PARTNERDomestic entity | TRIDENT CAPITAL V-PF, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2011 | Schedule BPDF page 78 |
| 24 | JC TRIDENT V, LLCGENERAL PARTNERDomestic entity | TRIDENT CAPITAL V-PF, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2011 | Schedule BPDF page 78 |
| 25 | DW TRIDENT V, LLCGENERAL PARTNERDomestic entity | TRIDENT CAPITAL V-PF, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2011 | Schedule BPDF page 78 |
| 26 | NZ TRIDENT V, LLCGENERAL PARTNERDomestic entity | TRIDENT CAPITAL V-PF, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2011 | Schedule BPDF page 78 |
| 27 | AFLAC INCORPORATEDSOLE MEMBERDomestic entity | AFLAC GI HOLDINGS, LLC | 75% or moreCode E | Yes | SOLE MEMBER06/2021 | Schedule BPDF page 78 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/30/2026 6:45:49 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.