SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Greenline Partners
New York, NY
Greenline Partners, LLC, CRD 164192
Firm filing updated March 4, 2026 ·
- $1.4BAssets
- 3Advisory staff
- 61Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals59
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 59 | $795.0 million |
| Charitable organizations | Fewer than 5 clients | $577.6 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $33.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "ASSET ALLOCATION ADVISORY"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "ASSET ALLOCATION ADVISORY"
Assets and accounts
- Regulatory assets$1.4 billion
- Accounts61
- Discretionary$1.2 billion · 59 accounts
- Non-discretionary$223.0 million · 2 accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Registration details
- Legal name: Greenline Partners, LLC SEC-registered investment advisor. CRD 164192, SEC file 801-79462.
- Registered with the SEC as an investment advisor (status date on record: April 3, 2014).
Is Greenline Partners a fiduciary?
Short answer: Greenline Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.