{
  "crd_number": 164192,
  "slug": "greenline-partners-new-york-ny-164192",
  "primary_business_name": "GREENLINE PARTNERS",
  "legal_name": "GREENLINE PARTNERS, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-04-03",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-04",
  "carried_forward": false,
  "raum_total": 1405635000.0,
  "raum_discretionary": 1182678000.0,
  "raum_non_discretionary": 222957000.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 577575000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 794957000.0,
      "count": 59
    },
    "corporations_other_businesses": {
      "raum": 33103000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://glinepartners.com",
    "https://linkedin.com/company/glinepartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164192",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/greenline-partners-new-york-ny-164192",
  "display_name": "Greenline Partners",
  "summary": "Greenline Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 4, 2026.",
  "citation": "AdvisorCensus. Greenline Partners (CRD 164192): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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 advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Greenline Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Greenline Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Greenline Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated February 23, 2026 states: Asset-based fee: up to 0.9% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Greenline Partners located?",
      "a": "Greenline Partners' principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Greenline Partners registered with the SEC or a state?",
      "a": "Greenline Partners is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 164192."
    },
    {
      "q": "How much does Greenline Partners manage?",
      "a": "Greenline Partners reports $1,405,635,000 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (84% discretionary)."
    },
    {
      "q": "How have Greenline Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Greenline Partners: Regulatory assets under management: $1,406,000,000 in the October 2021 data and $1,405,635,000 in the October 2026 data, unchanged. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Greenline Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (59)."
    },
    {
      "q": "Which custodians does Greenline Partners use?",
      "a": "Greenline Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and JP Morgan Chase Bank, N.A. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Greenline Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164192"
    },
    {
      "q": "What changed in Greenline Partners' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $1,103,154,000 to $1,405,635,000 (+27%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1406000000.0,
      "total_employees": 5,
      "filing_date": "2021-06-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1646000000.0,
      "total_employees": 5,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1491000000.0,
      "total_employees": 5,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1605267000.0,
      "total_employees": 5,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1103154000.0,
      "total_employees": 5,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1405635000.0,
      "total_employees": 5,
      "filing_date": "2026-03-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $1,103,154,000 to $1,405,635,000 (+27%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "0.9% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 0.9% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Typical fees are up to 0.9% per annum of managed assets, payable quarterly in arrears."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 0.9,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Typical fees are up to 0.9% per annum of managed assets, payable quarterly in arrears."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "JP Morgan Chase Bank, N.A.",
      "name_as_filed": "JP MORGAN CHASE BANK, N.A.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/greenline-partners-new-york-ny-164192.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 59,
      "fewer_than_5": false,
      "raum": 794957000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 577575000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 33103000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164192",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}