Greenline Partners, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.2B
- Clients
- 59
- Avg AUM / client
- $23.8M
- Accounts
- 61
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 59 | $795M | 56.6% |
| Charitable organizations | Fewer than 5 clients | $578M | 41.1% |
| Corporations and other businesses | Fewer than 5 clients | $33.1M | 2.36% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bridgewater Associates, Lp 401(k) Plan Bridgewater Associates, Lp | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Maneesh Shanbhag | Member | CFA | Apr 2012 (14y) | 75% or more |
| Ivan Alexander Lucuk | Chief Compliance Officer | Feb 2018 (9y) | Less than 5% | |
| Kaylin Colby | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bridgewater Associates, Lp 401(k) Plan | Bridgewater Associates, Lp | 1,213 | $614M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 963 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- J.P. Morgan $636M (45% of AUM) Mar 2026
- U.S. Bancorp Investments, Inc. $611M (37% of AUM) Mar 2022
- Charles Schwab & Co. $538M (38% of AUM) Mar 2026
- Fidelity Brokerage Services $152M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗