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BLUELINE CAPITAL

SAN FRANCISCO, CA · CRD 338340 · IAPD ↗ · bluelinelp.com · 415-569-2762

$240.4MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2026 — BLUELINE CAPITAL (SAN FRANCISCO, CA) is newly SEC-registered with $240.4M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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