Greenline Partners
Firm details
- Headquarters
- New York, New York
- CRD number
- 164192
- Registered since
- April 3, 2014
- Website
- www.glinepartners.com
- Custodians
- J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.56%
- Charitable Organizations41.09%
- Corporations / Businesses2.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Greenline Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2014. The firm is owner-operated and describes itself as a capital allocator serving individual and family clients. Its compensation mixes AUM-based fees with fixed fees, and its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Greenline Partners does not position itself as an ESG-focused or multistate adviser. The firm was named among the Financial Times’ Top 300 RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds40%
- US Government Bonds15%
- State & Local Bonds1%
- Private Funds1%
Contacts
3 of 3
Kaylin Colby
AnalystCRD 8057851
Maneesh Shanbhag
FounderCRD 6082879
Ivan Lucuk
CCOCRD 6919252
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$601M in ETFs
80%
$479M
18%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $66.8M | 781,904 | 11.11% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 521 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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