Gridline Advisors, Llc
State-registered
Private Fund Manager · Small ($100M–$1B)
CRD 317336
· SEC file 801-136724
· Atlanta, GA
· www.youtube.com
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ADV data as of Jun 11, 2026
- Regulatory AUM
- $332M
- Discretionary
- $332M
- Clients
- 44
- Avg AUM / client
- $7.5M
- Accounts
- 44
- Employees
- 24
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 44 | $332M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Logan James Henderson | Registered representative | Feb 2024 (2y) | ||
| Charles Collett Patton | Registered representative | CFA | Feb 2024 (2y) | |
| Cullen Gillespie Graves | Registered representative | Nov 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 7.11 MB | 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
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗