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GREENLINE PARTNERS

NEW YORK, NY · CRD 164192 · IAPD ↗ · glinepartners.com · 646-470-8714

$1.41BRegulatory AUM
3Advisory reps
5Employees
1Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — GREENLINE PARTNERS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2026 — GREENLINE PARTNERS reported RAUM up 27% ($1.10B -> $1.41B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — GREENLINE PARTNERS reported RAUM down 31% ($1.61B -> $1.10B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
63
April 2024 — GREENLINE PARTNERS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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