# Greenline Partners

> 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.

- CRD: 164192
- Filed as: GREENLINE PARTNERS
- Legal name: Greenline Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164192
- AdvisorCensus page: https://advisorcensus.com/firm/greenline-partners-new-york-ny-164192

## Quick answers

**How is Greenline Partners compensated?**
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).

**How much does Greenline Partners charge?**
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.

**Where is Greenline Partners located?**
Greenline Partners' principal office is in New York, NY, according to its Form ADV.

**Is Greenline Partners registered with the SEC or a state?**
Greenline Partners is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 164192.

**How much does Greenline Partners manage?**
Greenline Partners reports $1,405,635,000 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (84% discretionary).

**How have Greenline Partners' assets and staff changed since 2021?**
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.

**What types of clients does Greenline Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (59).

**Which custodians does Greenline Partners use?**
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.

**Does Greenline Partners report any disciplinary disclosures?**
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

**What changed in Greenline Partners' recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Asset-based fee: up to 0.9% of assets a year (the maximum the brochure states)

> Typical fees are up to 0.9% per annum of managed assets, payable quarterly in arrears.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- JP Morgan Chase Bank, N.A.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,405,635,000
- Discretionary: $1,182,678,000
- Non-discretionary: $222,957,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 59 | $794,957,000 |
| Charitable organizations | Fewer than 5 | $577,575,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $33,103,000 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- glinepartners.com
- LinkedIn @glinepartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,406,000,000 | 5 | June 16, 2021 |
| October 2022 | $1,646,000,000 | 5 | March 10, 2022 |
| October 2023 | $1,491,000,000 | 5 | March 7, 2023 |
| October 2024 | $1,605,267,000 | 5 | March 20, 2024 |
| October 2025 | $1,103,154,000 | 5 | March 20, 2025 |
| October 2026 | $1,405,635,000 | 5 | March 4, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenline Partners (CRD 164192): Form ADV filing data as of October 2026.