G
$1.4B Total AUM
$1.2B Disc. AUM
-2.0% 3Y CAGR
5 Employees
60 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Beacon frontierCrest catalyst +more
- Established Date
- 08-20-2012
- Office Locations
- 1
Office Locations
521 Fifth Avenue Suite 1706 NEW York NY
About Greenline Partners
Greenline Partners is a New York-based investment manager and wealth advisor serving retail and institutional clients. The firm builds portfolios with a strong ETF orientation alongside fixed income, emphasizing asset allocation and risk management. Planning support includes tax, estate, and broader financial planning, with custody relationships including Charles Schwab and J.P. Morgan.
Team overview
-- AVG AGE
$468.5M AVG AUM / ADVISOR
$23.4M AVG AUM / CLIENT
1.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Horizon value Frontier momentum Fusion
Client Personas
Pioneer Signal
Custodian
Element North north Frontier insight
Investment Themes
Catalyst Beacon Delta meridian
Investment Vehicles
Ridge Element
Platform
North delta
Services
Beacon frontier Zenith focus Pioneer Fusion Capital pioneer
Technology
North Glacier North ridge
Owner & Executives
M
MANEESH SHANBHAG
Chief Investment Officer
- CRD
- #6082879
- Ownership
- 75% or more
(814) 791-9758
oak.delta@alphacapital.com
in linkedin.com/in/foundation-value
I
Ivan Alexander Lucuk
Chief Compliance Officer
- CRD
- #6919252
- Ownership
- Less than 5%
(987) 979-9335
optima.pathway@atlascapital.com
in linkedin.com/in/oak-vertex
Showing 2 of 2 owners & executives
Unlock allContacts
K
Kaylin Colby
Analyst
- CRD
- #8057851
(345) 209-2912
value.horizon@insightcapital.com
in linkedin.com/in/optima-vital
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,182,678,000 | $20,045,390 |
| Non-Discretionary | $222,957,000 | $111,478,500 |
| Total | $1,405,635,000 | $23,043,197 |
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Separately Managed Accounts
Total SMA Asset: $1,405,635,000
Equity - Exchange:
9.3% Public Funds:
7.4% U.S. Government/Agency:
11.0% Cash:
6.6% Municipal Bonds:
28.2% Private Funds:
37.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $70,469,245 | 9.3% |
| Public Funds | $56,072,302 | 7.4% |
| U.S. Government/Agency | $83,350,719 | 11.0% |
| Cash | $50,010,432 | 6.6% |
| Municipal Bonds | $213,680,935 | 28.2% |
| Private Funds | $284,150,179 | 37.5% |
| Total | $757,733,812 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY CAPITAL | WAVE PRIME | DQ2VUQOD1 | PEBYR | 5.33% | $7,251,280 |
| WAVE ELEMENT ZENITH | HORIZON PEAK | 4AKPL9CJR | XKEAA | 5.09% | $47,896,457 |
| FUSION ZENITH TIMBER | HARBOR CAPITAL | EDWP8JG81 | ZVK | 9.39% | $43,788,981 |
| BEACON CREST VITAL | RADIAL TIMBER | 1XH1PCX0X | QVI | 9.08% | $58,029,834 |
| FOCUS GLACIER QUANTUM | TIMBER OAK | PHBP4X1Q4 | UYV | 8.78% | $21,134,067 |
| EMBER NORTH ALPHA | OAK RADIAL | GZ074W0EH | UTKZ | 11.98% | $41,682,203 |
| MOMENTUM INSIGHT | EMBER FOCUS | 58CN5K5KR | GQORF | 7.05% | $36,475,990 |
| SUMMIT HARBOR | CAPITAL DELTA | XVV34UPZM | WKYSU | 1.83% | $45,101,130 |