Wealth manager, independent · New York, NY
Greenline Partners
Greenline Partners, LLC · SEC-registered investment adviser · CRD 164192 · SEC 801-79462
At a glance
Greenline Partners is an SEC-registered investment adviser based in New York, New York, with $1.4B in regulatory assets under management as of its Form ADV filed March 4, 2026. It reports 59 individual clients, 59 of them high-net-worth, holding an average of about $13 million each, and 5 employees. That ranks it 786th among the nation’s 5,657 independent wealth management RIAs and 61st of 408 in New York. It reports 3 custodians for its clients’ separately managed accounts: J.P. Morgan, Charles Schwab and Fidelity.
Main office 646-470-8714glinepartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #786 of 5,657
- Rank among all SEC RIAs
- #4,439 of 17,210
- Rank in New York
- #61 of 408
- Individual clients
- 59
- High-net-worth clients
- 59
- Accounts
- 61
- Discretionary
- 84% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Maneesh ShanbhagMember
- Lucuk A. IvanChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Greenline Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 59 | $795M | 57% |
| Charitable organizations | – | $578M | 41% |
| Corporations or other businesses | – | $33M | 2% |
Disciplinary disclosures
Greenline Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗glinepartners.com ↗
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The full record on Greenline Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,654 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in New York
All of New York →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Shade Tree Advisors LLCSaratoga Springs | $1.5B | 31 |
| Fusion Family Wealth, LLCWoodbury | $1.4B | 359 |
| Sanderson Wealth Management, LLCBuffalo | $1.4B | 318 |
| Matrix Asset Advisors IncWhite Plains | $1.4B | 607 |
| The Pinnacle Financial GroupRockville Centre | $1.4B | 3,150 |
| Next Level Private LLCHarrison | $1.4B | 799 |
Background
Questions
How much does Greenline Partners manage?
Greenline Partners reports $1.4B in regulatory assets under management across 61 accounts, 84% of it on a discretionary basis, on its Form ADV filed March 4, 2026.
How many clients does Greenline Partners have?
It reports 59 individual clients: 59 high-net-worth individuals and 0 other individuals. Individuals account for about 57% of its regulatory assets.
Where is Greenline Partners headquartered?
Its main office is in New York, New York. It reports 1 office in total and 5 employees, 3 of whom perform investment advisory functions.
How does Greenline Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Greenline Partners use?
It reports 3 custodians for its clients’ separately managed accounts: J.P. Morgan, Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 4, 2026, it reports these amounts held: J.P. Morgan ($636M); Charles Schwab ($538M); Fidelity ($152M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Greenline Partners a hybrid RIA with a broker-dealer?
Greenline Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Greenline Partners a fiduciary?
As an SEC-registered investment adviser, Greenline Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Greenline Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →