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GREENLINE PARTNERS

GREENLINE PARTNERS, LLC

CRD 164192 · SEC 801-79462

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521 FIFTH AVENUE, SUITE 1706, NEW YORK, NY, 10175, United States

Phone

646-470-8714

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.41B

Discretionary AUM

$1.18B

Team

5 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersASSET ALLOCATION ADVISORY

Client types

TypeClientsAUM
High net worth individuals59$795.0M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD