Greenline Partners

$1.41BAssets under management
as of Mar 2026 · SEC Form ADV
New York, NY
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Tech stack

No one at Greenline Partners has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Greenline Partners's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
J.P. Morgan
Per Form ADV · $704M held · filed Mar 2024
Schwab
Per Form ADV · $401M held · filed Mar 2024