GREENLINE PARTNERS
SEC RegisteredMaximizing the power of simplicity in investment management and wealth advisory.
About the firm
Based in New York City, Greenline Partners is an independent registered investment advisor managing over $1 billion in assets for ultra-high-net-worth families, foundations, and family offices. The firm specializes in serving financial service professionals, business owners, and families navigating financial complexities after the loss of a spouse. Their philosophy revolves around simplicity, transparency, and trust, providing customized, tax-efficient portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (asset allocation, unbiased investment research, risk targeting, tax management) and financial planning (charitable planning, retirement planning, tax planning, next-generation education, family office services, estate planning).
Who they serve
Ultra-high-net-worth families, foundations, family offices, financial service professionals, business owners, and families navigating financial complexities after the loss of a spouse.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 59 | $795M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GREENLINE PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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