AdvisorRanked
100
Clean

KLINE HILL PARTNERS LP

325 GREENWICH AVENUE, GREENWICH, CT 6830
Fiduciaryfee-onlySEC Registered
203-987-6120 http://www.klinehill.com CRD #283283
$11.7B
Assets Managed
32
Clients
50
Employees
9
Years Active
since 2017

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46111. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 9 years.

Firm Details

Legal NameKLINE HILL PARTNERS LP
CRD Number#283283
SEC RegisteredYes
Registration Date2017-06-27
States RegisteredCT
Assets Under Management$11.7B
Number of Clients32
Employees50
Compensation Typefee-only
Last ADV Filing46111

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Frequently Asked Questions

Is KLINE HILL PARTNERS LP a fiduciary?

Yes. KLINE HILL PARTNERS LP is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does KLINE HILL PARTNERS LP charge clients?

KLINE HILL PARTNERS LP uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does KLINE HILL PARTNERS LP have any complaints?

No. KLINE HILL PARTNERS LP has zero complaints or disciplinary actions on file with the SEC or FINRA across 9 years of operation.

How does KLINE HILL PARTNERS LP compare to other advisors in GREENWICH?

KLINE HILL PARTNERS LP has a Red Flag Score of 100/100. There are 136 registered advisory firms in GREENWICH. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46111. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.