Maneesh Shanbhag

GREENLINE PARTNERS

NEW YORK, NY 10175

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CRD#: 6082879

Professional summary

Maneesh Shanbhag is a registered financial advisor currently at GREENLINE PARTNERS located in New York, New York.

Maneesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Maneesh has worked at 1 firm and has passed the Series 3 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maneesh Shanbhag's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 13, 2024 - Present

GREENLINE PARTNERS

Office #1: 521 Fifth Avenue Suite 1706, New York, NY 10175

RIA

CRD#: 164192

NEW YORK, NY

Past

December 7, 2012 - December 31, 2018

GREENLINE PARTNERS

RIA

CRD#: 164192

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREENLINE PARTNERS

GREENLINE PARTNERS | GREENLINE PARTNERS, LLC

CRD#: 164192 / SEC#: 801-79462

RIA

Registered Investment Advisory firm - (4/3/2014 Approved)

Washington

Registered Investment Advisory firm - (4/11/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(9/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 3

Date: 4/8/2010

National Commodity Futures Examination

Current Firm

GREENLINE PARTNERS

GREENLINE PARTNERS | GREENLINE PARTNERS, LLC

CRD#: 164192 / SEC#: 801-79462

RIA

Registered Investment Advisory firm - (4/3/2014 Approved)

Washington

Registered Investment Advisory firm - (4/11/2014 Terminated)

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Contact information

Main Address

521 Fifth Avenue Suite 1706, New York, NY 10175

Mailing Address

Phone number

(646) 470-8714

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREENLINE ADV PART 2A MARCH 2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 1,103,154,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2025	Cover Page	Report
06/14/2024	Cover Page	Report
09/12/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Maneesh Shanbhag

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maneesh Shanbhag's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENLINE PARTNERS

GREENLINE PARTNERS

Primary Firm SEC Registration

GREENLINE PARTNERS

State Registrations and Notice Filings

Exams

Series 3

Date: 4/8/2010

Current Firm

GREENLINE PARTNERS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GREENLINE PARTNERS

TRUST BUT VERIFY

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