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| Keyboard |
| Blueline Advisors LLC
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|---|---|
| CRD # | 164642 |
| SEC # | 801-91171 |
| CIK # | 0002110066 |
| AUM | 247.2 M (2026-03-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 603-418-0940 |
| Address | 99 Water Street Exeter, NH 03833 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sherwin Williams Co | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 27.5 |
| (b) Individuals (high net worth individuals) | 52 | 160.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 56.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 510 | 247.2 |
| By Discretionary | ||
| Discretionary | 408 | 139.0 |
| Non-Discretionary | 102 | 108.2 |
| Total | 510 | 247.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.2 | |
| Total | 510 | 247.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110066] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
TX | 247.6 M |
|
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|
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|
Intervest Ltd
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MD | 247.0 M |
|
Northern Edge Wealth Management LLC
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|
Lighthouse Wealth Management LLC
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