Greenline Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greenline Partners serves a mix of individual clients (including high-net-worth individuals), trusts and estates, and institutional clients such as foundations, endowments, pensions and family offices, providing discretionary portfolio and asset management as well as non-discretionary investment and consulting services. Its consulting services explicitly include strategic asset allocation, liability hedging, active manager selection and portfolio risk analysis, and recommendations are tailored to client-specific goals, tax considerations and family obligations.
The firm describes a primarily fundamental, long-term investment approach focused on building diversified portfolios rather than short-term trading, with implementation across equities, fixed income, commodities and pooled investment vehicles. Greenline’s investment committee and Chief Investment Officer conduct periodic reviews (at least quarterly) of model holdings and accounts, and the firm documents processes for trade aggregation, allocation and trade-error remediation to manage execution and operational risk.
Noteworthy details in the brochure include the firm’s scale relative to its adviser headcount — Greenline reports managing approximately $1.18 billion in discretionary assets and an additional ~$223 million in non‑discretionary assets as of December 31, 2025, which results in a high AUM-per-advisor profile compared with many peers. The brochure also discloses that Greenline presents performance information (including hypothetical performance) in its materials, a practice that is uncommon among similar team firms and may be material to prospective clients assessing reporting and performance presentations.
Client services
Expertise
Fee options
Account minimum: $5 million Fee-only: Typical fees are up to 0.9% per annum of managed assets, payable quarterly in arrears; fees are negotiable and based on client-specific factors
Main office
521 Fifth Avenue, Suite 1706
New York NY 10175
Advisors at this office
3
Most active in
New York
Also doing business as
Greenline Partners · Greenline Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kaylin C
Series 65
New York, NY
Greenline Partners
Kaylin Colby is a financial advisor at Greenline Partners with a Series 65 designation and two years of industry experience. Prior to joining Greenline Partners, Kaylin worked at Otherworld and Heritage Tile, LLC, and attended the University of Wisconsin - Madison. Greenline Partners serves individual clients, trusts and estates, and institutional clients including foundations and family offices, providing discretionary portfolio management and consulting services. The firm employs a fundamental, long-term investment approach focused on diversified portfolios across multiple asset classes.
Ivan L
Series 65
New York, NY
Greenline Partners
Ivan Lucuk is a financial advisor with Greenline Partners, holding a Series 65 designation and one year of industry experience. He has been with Greenline Partners since 2018 and previously worked at Bridgewater Associates LP from 2004 to 2018. Greenline Partners manages portfolios for individual clients, trusts, estates, and institutional clients such as foundations, endowments, pensions, and family offices. The firm employs a fundamental, long-term investment approach focused on diversified portfolios, offering discretionary and non-discretionary investment and consulting services tailored to client-specific goals and risk considerations.
Maneesh S
CFA®
New York, NY
Greenline Partners
Maneesh Shanbhag is a CFA® charterholder with 8 years of industry experience and has been with Greenline Partners since 2012. Greenline Partners serves individual clients, trusts and estates, and institutional clients, offering discretionary portfolio and asset management alongside non-discretionary investment and consulting services. The firm uses a fundamental, long-term investment approach focused on diversified portfolios across multiple asset classes, with processes in place for regular portfolio review and risk management.
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