LP Profile

Greenline Partners

Also known as greenline

Wealth ManagerNew York, United StatesFounded 2012
$1.4B
Assets Under Management
New York
Headquarters
Investment Focus

About Greenline Partners

Greenline Partners is an independent registered investment advisor based in New York City, founded in 2012, that manages more than $1 billion in assets. It serves ultra-high-net-worth families, foundations and family offices. The firm specializes in serving financial services professionals, business owners and mission-driven nonprofits. Its approach emphasizes simplicity, transparency and trust, and it provides customized, tax-efficient portfolios along with investment management and wealth advisory services.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Greenline Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.4B
Total Clients
61
Filing Date
March 4, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Greenline Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Greenline Partners?

Greenline Partners is a wealth manager based in New York, United States, managing approximately $1.4B in assets.

Where is Greenline Partners headquartered?

Greenline Partners is headquartered in New York, United States.

How much does Greenline Partners manage?

Greenline Partners manages approximately $1.4B in assets under management.

When was Greenline Partners founded?

Greenline Partners was founded in 2012.

How can I contact Greenline Partners?

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