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Greenline Partners, LLC

CIK:0001697323
Investment Adviser
$2B AUM
143 holdings
New York, NY, United States
Founded:2014
5 employees
glinepartners.com
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Greenline Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 143 equity positions with a total 13F market value of $742M. The fund increased holdings in Ishares Inc., Dimensional Etf Trust, Vanguard Star FDS among other positions. Greenline Partners, LLC reduced exposure to World Gold TR, Ishares TR, BHP Group LTD among others.

Top Buys
P
PICKISHARES INC
+$12.8M
D
DFSVDIMENSIONAL ETF TRUST
+$11.1M
V
VXUSVANGUARD STAR FDS
+$8.1M
D
DISVDIMENSIONAL ETF TRUST
+$7.3M
V
VOOVANGUARD INDEX FDS
+$6.8M
Top Sells
G
GLDMWORLD GOLD TR
-$13.3M
S
SGOVISHARES TR
-$5.6M
B
BHPBHP GROUP LTD
-$4.3M
V
VALEVALE S A
-$3.6M
R
RIORIO TINTO PLC
-$3.4M

Top Holdings

G
GLDMWORLD GOLD TR
+7.8%$57.8M
V
VTIVANGUARD INDEX FDS
+7.1%$52.5M
V
VXUSVANGUARD STAR FDS
+4.8%$35.3M
A
AVDVAMERICAN CENTY ETF TR
+3.7%$27.4M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+3.7%$27.4M

Equity Positions (143)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
G
GLDM
WORLD GOLD TR7.79%$57.8M882,743$33.64$65.52-$13.3M
V
VTI
VANGUARD INDEX FDS7.08%$52.5M172,768$303.74$303.93+$2.1M
V
VXUS
VANGUARD STAR FDS4.76%$35.3M510,857$57.08$69.09+$8.1M
A
AVDV
AMERICAN CENTY ETF TR3.69%$27.4M345,835$68.83$79.28+$1.3M
B
BRK-B
BERKSHIRE HATHAWAY INC DEL3.69%$27.4M56,430$288.25$485.77+$767.6K

Industry Allocation

COMMODITY CONTRACTS BROKERS & DEALERS
+9.6%
FIRE, MARINE & CASUALTY INSURANCE
+5.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.8%
NATURAL GAS TRANSMISSION
+3.6%
METAL MINING
+3.5%

Investment Team (4)

NameRoleLocationLinkedIn
Henry Park
Henry Park		Investment Research, Analytics, and TradingNew York, NY , United States
K
Kaylin Colby		AnalystNew York, NY , United States
Y
Youen Rouille		AnalystNew York, NY , United States
Youen Rouillé
Youen Rouillé		AnalystNew York, NY , United States