GREENLINE PARTNERS

Legal name: GREENLINE PARTNERS, LLC

CRD 164192File 801-79462

APPROVED

Retail clients

Custody

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.41B

Above cohort median (national)

Discretionary AUM

$1.18B

Non-discretionary $223.0M

Clients

61 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 3, 2014
Principal office: 521 FIFTH AVENUE, SUITE 1706, NEW YORK, NY, 10175
Phone: 646-470-8714
Website: HTTP://WWW.GLINEPARTNERS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.41B
Discretionary AUM: $1.18B
Non-discretionary AUM: $223.0M
Discretionary accounts: 59
Non-discretionary accounts: 2
Total accounts: 61
AUM per client: $23.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$33.1M
Charitable organizations	Fewer than 5	$577.6M
High net worth individuals	59	$795.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.