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| Greenline Partners LLC
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|---|---|
| CRD # | 164192 |
| SEC # | 801-79462 |
| CIK # | 0001697323 |
| AUM | $1.4 B (2026-03-04) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 646-470-8714 |
| Address | 521 Fifth Avenue New York, NY 10175 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 49.1 | ||
| Alphabet Inc | 20.6 | ||
| Enbridge Inc | 16.7 | ||
| Cheniere Energy Inc | 16.7 | ||
| Transcanada Corp | 16.3 | ||
| Southern Copper Corp/ | 16.2 | ||
| Rio Tinto PLC | 13.5 | ||
| Williams Companies Inc | 12.1 | ||
| Apple Inc | 11.2 | ||
| Albemarle Corp | 10.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 59 | 795.0 |
| (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 | 577.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 33.1 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 1,405.6 |
| By Discretionary | ||
| Discretionary | 59 | 1,182.7 |
| Non-Discretionary | 2 | 223.0 |
| Total | 61 | 1,405.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,405.6 | |
| Total | 61 | 1,405.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697323] |
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|---|---|---|
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Greene Wealth Management LLC
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WA | 1.4 |
|
Claro Advisors Inc
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MA | 1.4 |
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TN | 1.4 |
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Cumberland Investment Counsel Inc
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1.4 | |
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Marino Stram and Associates LLC
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MA | 1.4 |
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49 Wealth Management LLC
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TX | 1.4 |
|
Schroder Wealth Management US Limited
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1.4 | |
|
Werba Rubin Papier Wealth Management LLC
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|
CA | 1.4 |
|
Pivot Capital Partners LLC
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|
IL | 1.4 |
|
Verity and Verity LLC
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SC | 1.4 |