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BLUE LINE CAPITAL
Legal name: BLUE LINE CAPITAL, LLC
CRD 304024File 801-135568
APPROVED
Retail clients
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$131.9M
Bottom 25% of cohort (national)
Discretionary AUM
$131.7M
Non-discretionary $211K
Clients
140
348 accounts
Employees
7
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 19, 2026
- Principal office
- 141 W. JACKSON BLVD, SUITE 2620, CHICAGO, IL, 60604
- Phone
- 312-837-3944
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $131.9M
- Discretionary AUM
- $131.7M
- Non-discretionary AUM
- $211K
- Discretionary accounts
- 346
- Non-discretionary accounts
- 2
- Total accounts
- 348
- AUM per client
- $942K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $24.8M |
| High net worth individuals | 24 | $78.7M |
| Pension and profit sharing plans | 15 | $2.6M |
| Individuals (other than high net worth individuals) | 97 | $25.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 11This 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.