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Firm profile

Gridline

ATLANTA, GACRD 317336Registration Status: ApprovedEffective since July 10, 2026Latest ADV June 11, 2026

Gridline is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated June 11, 2026, reports $332M in regulatory assets under management, 24 employees, and 44 accounts.

Assets Under Management
$332M
Employees
24
Offices
--
Total Clients
44
Primary office
ATLANTA, GA
10 10TH ST NW, SUITE 160, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOLogan J. Henderson
CCOWallis K. Finger
COOChristopher F. Crawford

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
44

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$332Mas of June 11, 2026
Discretionary100.0%
$332M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$332M
Total Accounts44
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees24
Clients per Employee2:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.