Bank / Wealth / TrustRIA · CRD 164192SEC-Registered

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Greenline Partners

Greenline Partners is an SEC-registered investment adviser in NEW YORK, NY, registered since 2014. The firm manages $1.4 billion in assets, $1.2 billion on a...

Greenline Partners logo

Greenline Partners

Greenline Partners is an SEC-registered investment adviser in NEW YORK, NY, registered since 2014. The firm manages $1.4 billion in assets, $1.2 billion on a discretionary basis. It has 5 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2014

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Frequently asked questions

Who makes investment decisions at Greenline Partners?

No named executives, managing partners, or investment committee members are publicly associated with Greenline Partners. The firm's regulatory filings list authorized signatories, but those names are not published or linked to professional bios. This level of anonymity is highly unusual for an SEC-registered adviser and reinforces the view that the firm's principals do not seek outside capital or public recognition.

Does Greenline Partners take outside clients or is it closed to new relationships?

Greenline's SEC Form ADV confirms the firm advises both individuals and institutional clients, which means the regulatory definition permits it to serve external clients. Whether it actively solicits new relationships or operates on a closed, referral-only basis cannot be determined from public records. The firm maintains no website and no LinkedIn presence, which effectively precludes inbound client inquiries through conventional channels.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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