BLUELINE ADVISORS

Legal name: BLUELINE ADVISORS LLC

CRD 164642File 801-91171

APPROVED

Retail clients

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$247.2M

Below cohort median (national)

Discretionary AUM

$139.0M

Non-discretionary $108.2M

Clients

148

510 accounts

Employees

Below cohort median in NH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Apr 20, 2015
Principal office: 99 WATER STREET, SUITE 3, EXETER, NH, 03833
Phone: 603-418-0940
Website: HTTPS://WWW.BLUELINE-ADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $247.2M
Discretionary AUM: $139.0M
Non-discretionary AUM: $108.2M
Discretionary accounts: 408
Non-discretionary accounts: 102
Total accounts: 510
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.9M
Other investment advisers	Fewer than 5	$56.9M
High net worth individuals	52	$160.9M
Individuals (other than high net worth individuals)	96	$27.5M

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 other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
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.