GREENLINE PARTNERS

RIASEC RegisteredEst. 2014

Total AUM

$1.4B

Discretionary

$1.2B

84% of AUM

Avg account

$23M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Greenline Partners is an independent, SEC-registered RIA formed in 2014 that serves individual and family clients. The firm operates as a limited liability company with an individual owner and describes itself as a capital allocator that also selects outside managers on behalf of clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and manager selection. Fee arrangements combine a percentage-of-AUM model with the option for fixed fees. Greenline does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm received placement on Financial Times’ Top 300 RIA Firms list in 2020, reflecting external recognition of its size or market presence at that time.