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Building 2GREENLINE PARTNERS

Map pinNEW YORK, NY
Phone646-470-8714
NotebookSEC #801-79462
Total AUM
$1.4B
Employees
5
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 FIFTH AVENUE
SUITE 1706
NEW YORK
NY 10175
United States
Operating Hours
9-5
Monday - Friday
Phone
646-470-8714

ReceiptFinancials

Total AUM
$1.4B
Accounts
61
Discretionary
$1.2B
Accounts
59
Non-Discretionary
$223M
Accounts
2

ContactClients

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HNW Individual Clients
59
AUM
$795M
Charitable Organization Clients
1
AUM
$577.6M
Corporation or Business Clients
1
AUM
$33.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION ADVISORY
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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