|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Greenline Partners LLC
✚
|
|
|---|---|
| CRD # | 164192 |
| SEC # | 801-79462 |
| CIK # | 0001697323 |
| AUM | $1.1 B (2025-03-20) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 646-470-8714 |
| Address | 521 Fifth Avenue New York, NY 10175 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001697323 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 57.8 | ||
| Cheniere Energy Inc | 17.2 | ||
| Enbridge Inc | 15.2 | ||
| Transcanada Corp | 14.8 | ||
| Alphabet Inc | 12.9 | ||
| Microsoft Corp | 12.5 | ||
| Apple Inc | 10.6 | ||
| Southern Copper Corp/ | 10.3 | ||
| Williams Companies Inc | 9.8 | ||
| Amazon Com Inc | 9.6 | ||
| Facebook Inc | 9.6 | ||
| iShares Comex Gold Trust | 8.1 | ||
| Markel Corp | 7.3 | ||
| Credit Acceptance Corp | 6.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.2 |
| (b) Individuals (high net worth individuals) | 52 | 556.7 |
| (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 | 517.1 |
| (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 | 29.0 |
| (n) Other | 0 | 0.0 |
| Total | 55 | 1,103.2 |
| By Discretionary | ||
| Discretionary | 54 | 866.5 |
| Non-Discretionary | 1 | 236.7 |
| Total | 55 | 1,103.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,103.2 | |
| Total | 55 | 1,103.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697323] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
North Pier Fiduciary Management LLC
✚
|
CA | 1.1 |
|
Biondo Investment Advisors LLC
✚
|
PA | 1.1 |
|
Root Financial Partners LLC
✚
|
CA | 1.1 |
|
van Cleef Asset Management Inc
✚
|
OH | 1.1 |
|
Premier Path Wealth Partners LLC
✚
|
NJ | 1.1 |
|
Longview Wealth Management Inc
✚
|
GA | 1.1 |
|
Urban Financial Advisory Corp
✚
|
IL | 1.1 |
|
Diaphanum Americas LLC
✚
|
1.1 | |
|
Financial Council LLC
✚
|
MD | 1.1 |
|
Monterey Private Wealth Inc
✚
|
CA | 1.1 |