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| Layline Advisors LLC
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|
|---|---|
| CRD # | 285136 |
| SEC # | 801-114790 |
| CIK # | |
| AUM | $78.2 MM (2024-01-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 585-210-8222 |
| Address | 17 Prince St Rochester, NY 14607 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 9.0 |
| (b) Individuals (high net worth individuals) | 48 | 63.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 5.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 78.2 |
| By Discretionary | ||
| Discretionary | 304 | 66.4 |
| Non-Discretionary | 17 | 11.8 |
| Total | 321 | 78.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 78.2 | |
| Total | 321 | 78.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Base Management Co
✚
|
MD | 0.1 |
|
KJ Capital Management LLC
✚
|
NY | 0.1 |
|
PMV Capital Advisers LLC
✚
|
TX | 0.1 |
|
Eagan Capital Management LLC
✚
|
NY | 0.1 |
|
Washington Square Capital Management LLC
✚
|
NY | 0.1 |
|
Ralph Parks Investment Group LLC
✚
|
NY | 0.1 |
|
Lightedway Advisory Services Inc
✚
|
NY | 0.1 |
|
Runnymede Capital Management Inc
✚
|
NJ | 0.1 |
|
Groesbeck Investment Management Corp
✚
|
NJ | 0.1 |
|
Opal Capital LLC
✚
|
FL | 0.1 |