# Gridline

> Gridline is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 317336
- Filed as: GRIDLINE
- Legal name: Gridline Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317336
- AdvisorCensus page: https://advisorcensus.com/firm/gridline-atlanta-ga-317336

## Quick answers

**How is Gridline compensated?**
On its Form ADV (Item 5.E, October 2026), Gridline reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Gridline's brochure say about its fees?**
Its Form ADV Part 2A brochure dated June 11, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Gridline located?**
Gridline's principal office is in Atlanta, GA, according to its Form ADV.

**Is Gridline registered with the SEC or a state?**
Gridline is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 317336.

**How much does Gridline manage?**
Gridline reports $332,137,394 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).

**What types of clients does Gridline serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (44).

**Does Gridline 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/317336

**What changed in Gridline's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## 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 June 11, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> Investors into the Funds generally pay an annual fee to Gridline Advisors (the “Management Fee”) between 0.25% and 1.00% depending on the amount of capital invested and fund structure.

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

### Regulatory assets under management (Item 5.F)
- Total: $332,137,394
- Discretionary: $332,137,394
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 44 | $332,137,394 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 24 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gridline.co
- gridline.medium.com
- reddit.com/user/gridlineinvest
- Facebook @gridlineinvest
- Instagram @gridlineinvest
- LinkedIn @get-gridline
- X @GridlineInvest
- YouTube @get-Gridline

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gridline (CRD 317336): Form ADV filing data as of October 2026.
