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RICHLINE CAPITAL MANAGEMENT INC.
CRD 337765File 801-134114
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$23.0M
Bottom 25% of cohort (national)
Discretionary AUM
$23.0M
Clients
28
51 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 6, 2025
- Principal office
- SUITE 803,7030 WOODBINE AVE, MARKHAM, ONTARIO, L3R 6G2
- Phone
- 647-808-0118
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.0M
- Discretionary AUM
- $23.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 51
- Non-discretionary accounts
- 0
- Total accounts
- 51
- AUM per client
- $821K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | $22.0M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $210K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 19 | 28 | increased by9 |
| Apr 1, 2026 | AUM | $19,080,000 | $23,000,000 | increased by$3,920,000 |
| Apr 1, 2026 | Accounts | 22 | 51 | increased by29 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RICHLINE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RICHLINE CAPITAL” 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.