Greenline Partners, LLC
Greenline Partners, LLC is an independent, SEC-registered investment advisory firm headquartered in New York City. Serving primarily ultra-high-net-worth individuals, charitable organizations, and select institutional clients, Greenline manages over $1 billion in assets. The firm was founded in 2014. With a small team of approximately 5 employees, Greenline offers tailored portfolio and asset management services, blending a disciplined approach with an emphasis on simplicity and client alignment.
Investment Strategy
Greenline Partners employs a disciplined investment strategy focused on maximizing portfolio simplicity and transparency. The firm constructs globally diversified portfolios designed to preserve and grow wealth for ultra-high-net-worth individuals and institutions. Greenline’s approach emphasizes cost-efficiency, rigorously researched security selection, and risk management. The firm often invests across asset classes including equities, fixed income, and commodities, and tailors portfolios to align with each client’s objectives and values.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLDM | WORLD GOLD TR | 7.79% | $57.8M | 882,743 | $33.64 | $65.52 | -$13.3M |
V VTI | VANGUARD INDEX FDS | 7.08% | $52.5M | 172,768 | $303.74 | $303.93 | +$2.1M |
V VXUS | VANGUARD STAR FDS | 4.76% | $35.3M | 510,857 | $57.08 | $69.09 | +$8.1M |
A AVDV | AMERICAN CENTY ETF TR | 3.69% | $27.4M | 345,835 | $68.83 | $79.28 | +$1.3M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.69% | $27.4M | 56,430 | $288.25 | $485.77 | +$767.6K |