Greenline Partners

Greenline Partners, LLC is an investment advisor registered with the SEC, offering portfolio and asset management services on a discretionary basis to a diverse range of clients. The firm also provides investment and consulting services on a non-discretionary basis, tailored to each client's specific goals, risk tolerance, and cash flow needs. Greenline charges fees of up to 0.9% per annum of managed assets, payable quarterly in arrears. The firm manages approximately $866 million of client assets on a discretionary basis and around $237 million on a non-discretionary basis. Minimum account size is typically $5 million but may be waived at the firm's discretion. Greenline follows a fundamental investment framework focused on long-term diversified portfolios, with a common risk of loss disclaimer. The firm does not act as a broker-dealer and does not charge termination fees. Greenline provides both discretionary and non-discretionary services, allowing clients to place reasonable restrictions on investments and limitations on the firm's discretionary power. The firm does not vote proxies for non-ERISA clients and maintains financial stability to meet its commitments to clients. Greenline does not have any disciplinary events or outside financial activities to disclose.