About
Company
Beeline Capital Advisors, LLC is an Investment Advisory firm registered with the State of California. We have discretionary trading authority over our client accounts, and are strictly a fee-only advisor. Our clients include high net-worth individuals, family offices and institutional investors.
To access the form ADV filing on the US SEC website, please click here . You may also look us up on the FINRA site or the Investment Adviser Public Disclosure (IAPD) section of the SEC with our firm CRD #170358. The PDF forms for the brochure (ADV part 2) are available for download:
Management
Mahmudul Hassan (CRD #6296053) is the Chief Investment Officer and Managing Director of Beeline Capital Advisors, LLC. He has an MSEE from Stanford University, and BEE from the Georgia Institute of Technology. He has passed Level 3 of the CFA program.
Mahmud has held various engineering and management positions in Texas and Calfiornia, is the author of a number of publications and patents. He brings deep technical, analytical thinking and automation expertise to the investment process.
He began investing in equity markets in 1997 and has been generating a steady track record since April 2006 (available upon request). After a rewarding experience in personal investments for more than seven years, he decided to make a full time commitment to investing and managing portfolios.
When he is not reviewing 10K reports, or performing data and market analysis, Mahmud enjoys speed chess and photography. You can access his LinkedIn profile here. He can be reached at mahmud@beelinecapital.com.
Contact
Beeline Capital Advisors LLC
1180 San Carlos Ave, #822
San Carlos, CA 94070
Office: (650) 200-0885
Email: info@beelinecapital.com