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SIGHTLINE PARTNERS LLC

BLOOMINGTON, MN · CRD 162629 · IAPD ↗ · sightlinepartners.com · 952-641-0300

$642.8MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — SIGHTLINE PARTNERS LLC crossed $500M in regulatory AUM ($251.2M -> $567.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2025 — SIGHTLINE PARTNERS LLC reported RAUM up 88% ($136.8M -> $257.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — SIGHTLINE PARTNERS LLC reported RAUM down 26% ($185.7M -> $136.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.