Blue Line Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 13, 2026, reports $132M in regulatory assets under management, 5 employees, 2 offices, and 348 accounts.
Assets Under Management
$132M
Employees
5
Offices
2 offices
Total Clients
140
Primary office
CHICAGO, IL
141 W. JACKSON BLVD, SUITE 2620, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
97
2
HNWI
17.1%
24
3
Pension Plans
10.7%
15
4
Corporations
2.9%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of April 13, 2026
Discretionary99.8%
$132M
100% of total RAUM99.8%
Non-discretionary0.2%
$211K
0% of total RAUM0.2%
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.
Total AUM$132M
Total Accounts348
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee28:1
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.