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Sightline Partners LLC

Bloomington, MNSEC-registered investment adviserCRD 162629

Filed as SIGHTLINE PARTNERS LLC

Sightline Partners LLC is an SEC-registered investment advisory firm in Bloomington, MN, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 18, 2026.

12 years
registered since 2014
$642,835,139
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Sightline Partners LLC compensated?

On its Form ADV (Item 5.E, October 2026), Sightline Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Sightline Partners LLC located?

Sightline Partners LLC's principal office is in Bloomington, MN, according to its Form ADV.

Is Sightline Partners LLC registered with the SEC or a state?

Sightline Partners LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 162629.

How much does Sightline Partners LLC manage?

Sightline Partners LLC reports $642,835,139 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).

How have Sightline Partners LLC's assets and staff changed since 2021?

In the Form ADV data for Sightline Partners LLC: Regulatory assets under management: $163,728,154 in the October 2021 data and $642,835,139 in the October 2026 data, up 293%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Sightline Partners LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

Does Sightline Partners LLC 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/162629

What changed in Sightline Partners LLC's recent Form ADV filings?

In the July 2026 filing data: Regulatory assets under management went from $567,080,987 to $642,835,139 (+13%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated June 18, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$642,835,139

$642,835,139 as of October 2026, filing dated June 18, 2026.

Discretionary: $642,835,139.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 9 Assets $642,835,139 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2014 (12 years)
Employees
Total: 7. Performing investment advisory functions: 5.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
MN

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$164M 2021 $225M 2022 $186M 2023 $137M 2024 $251M 2025 $643M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$642,835,1397June 18, 2026
October 2025$251,152,8056June 17, 2025
October 2024$136,830,5875March 28, 2024
October 2023$185,685,0116March 22, 2023
October 2022$225,196,7676March 24, 2022
October 2021$163,728,1546June 8, 2021

Regulatory assets under management: $163,728,154 in the October 2021 data and $642,835,139 in the October 2026 data, up 293%.

Total employees: 6 in October 2021 and 7 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. July 2026
    • Regulatory assets under management went from $567,080,987 to $642,835,139 (+13%).
  2. April 2026
    • Employees performing advisory functions went from 4 to 5.
    • Regulatory assets under management went from $251,152,805 to $567,080,987 (+126%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
sightlinepartners.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Sightline Partners LLC (CRD 162629): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/sightline-partners-llc-bloomington-mn-162629