Straightline Group LLC

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Straightline Group LLC
CRD #127401
SEC #801-63408
CIK #0001444864
AUM 1,170.4 M (2026-03-17)
Employees 11 (91% Investors, 0% Brokers)
Phone248-269-8366
Address165 Kirts Blvd
Troy, MI 48084-5200
Source [IAPD] [EDGAR] [Website] [Facebook] [Instagram]
Total AUM ($M)
120096072048024002002201020182027
Sector Form 13F Holdings Value ($M)
Interactive Brokers Group Inc 0.9
Ally Financial Inc 0.7
Upwork Inc 0.5
Fiat Chrysler Automobiles NV 0.3
Oscar Health Inc 0.2
Frontier Group Holdings Inc 0.2
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 2,093 644.6
(b) Individuals (high net worth individuals) 265 522.6
(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 3 2.3
(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 4 1.0
(n) Other 0 0.0
Total 4,752 1,170.4
By Discretionary
Discretionary 4,304 1,134.1
Non-Discretionary 448 36.3
Total 4,752 1,170.4
By Non-United States Persons
Non-United States Persons 3.3
United States Persons 1,167.1
Total 4,752 1,170.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001444864]
Firm Profile (Form ADV)
Discretionary AUM$0.3B
Clients2
ServesInstitutional, Retail, Research
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