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GREENLINE PARTNERS
Legal name: GREENLINE PARTNERS, LLC
CRD 164192File 801-79462
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.41B
Above cohort median (national)
Discretionary AUM
$1.18B
Non-discretionary $223.0M
Clients
59
61 accounts
Employees
5
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 52 | 59 | increased by7 |
| Mar 1, 2026 | AUM | $1,103,154,000 | $1,405,635,000 | increased by$302,481,000 |
| Mar 1, 2026 | Accounts | 55 | 61 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 47 | 52 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,646,000,000 | $1,103,154,000 | decreased by$542,846,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 49 | 55 | increased by6 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 37 | 47 | increased by10 |
| Apr 1, 2022 | AUM | $1,406,000,000 | $1,646,000,000 | increased by$240,000,000 |
| Apr 1, 2022 | Accounts | 45 | 49 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREENLINE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREENLINE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.