Greenline Partners

Greenline Partners serves a mix of individual clients (including high-net-worth individuals), trusts and estates, and institutional clients such as foundations, endowments, pensions and family offices, providing discretionary portfolio and asset management as well as non-discretionary investment and consulting services. Its consulting services explicitly include strategic asset allocation, liability hedging, active manager selection and portfolio risk analysis, and recommendations are tailored to client-specific goals, tax considerations and family obligations.

The firm describes a primarily fundamental, long-term investment approach focused on building diversified portfolios rather than short-term trading, with implementation across equities, fixed income, commodities and pooled investment vehicles. Greenline’s investment committee and Chief Investment Officer conduct periodic reviews (at least quarterly) of model holdings and accounts, and the firm documents processes for trade aggregation, allocation and trade-error remediation to manage execution and operational risk.

Noteworthy details in the brochure include the firm’s scale relative to its adviser headcount — Greenline reports managing approximately $1.18 billion in discretionary assets and an additional ~$223 million in non‑discretionary assets as of December 31, 2025, which results in a high AUM-per-advisor profile compared with many peers. The brochure also discloses that Greenline presents performance information (including hypothetical performance) in its materials, a practice that is uncommon among similar team firms and may be material to prospective clients assessing reporting and performance presentations.