Blueline Advisors LLC

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Assets, Funds, Holdings

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Blueline Advisors LLC
CRD #164642
SEC #801-91171
CIK #
AUM $169.8 MM (2023-03-20)
Employees 4 (100% Investors, 0% Brokers)
Phone603-418-0940
Address99 Water Street
Exeter, NH 03833
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 40 12.4
(b) Individuals (high net worth individuals) 33 118.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 2.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 58.9
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 448 192.4
By Discretionary
Discretionary 362 109.8
Non-Discretionary 86 82.6
Total 448 192.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 192.4
Total 448 192.4
Comparable Firms State AUM ($BB)
Apex Capital Management LLC
LA 0.2
Investor's Capital Management LLC
CA 0.2
Signify Wealth LLC
MO 0.2
Blue Investment Management LLC
FL 0.2
Experiential Wealth Inc
MD 0.2
Opinicus Capital Inc
FL 0.2
Conquis Financial LLC
CA 0.2
Sacks & Associates LLC
NJ 0.2
Waypoint Wealth Management LLC
MD 0.2
Sanctuary Wealth Advisors LLC
CO 0.2
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