Greenline Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 4, 2026, reports $1.4B in regulatory assets under management, 5 employees, and 61 accounts.
Assets Under Management
$1.4B
Employees
5
Offices
--
Total Clients
59
Primary office
NEW YORK, NY
521 FIFTH AVENUE, SUITE 1706, NEW YORK, NY, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
59
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 4, 2026
Discretionary84.1%
$1.2B
84% of total RAUM84.1%
Non-discretionary15.9%
$223M
16% of total RAUM15.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts61
10Y AUM Change+$992M (+239.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee12:1
10Y Employee Change0 (0.0%)
* 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.