Data / Investment advisers / Illinois / Blue Line Capital
Blue Line Capital, Chicago, IL: $132 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blue Line Capital is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $132 million in regulatory assets under management in its Form ADV filed September 17, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 304024
- SEC file number
- 801-135568
- SEC status
- Approved, effective February 19, 2026
- Legal name
- Blue Line Capital, LLC
- Main office
- 141 W. Jackson Blvd Suite 2620, Chicago, IL 60604
- Phone
- (312) 837-3944
- Regulatory AUM
- $131,917,783 in the Form ADV filed September 17, 2026
- Discretionary AUM
- $131,707,039
- Non discretionary AUM
- $210,744
- Accounts
- 348
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $78.7 million |
| Individuals (other than high net worth individuals) | 97 | $25.8 million |
| Corporations or other businesses | 4 | $24.8 million |
| Pension and profit sharing plans | 15 | $2.6 million |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vertis Wealth, LLC | Chicago | $140.7 million | Not listed | adviserinfo.sec.gov |
| Monroe Capital Real Estate Credit Advisors, LLC | Chicago | $140.2 million | Not listed | adviserinfo.sec.gov |
| Fortis Portfolio Solutions, LLC | Chicago | $140 million | Not listed | adviserinfo.sec.gov |
| Centerstar Asset Management, LLC | Chicago | $138.6 million | 3 | adviserinfo.sec.gov |
| Mark Bell Advisory Services, Inc. | Chicago | $138.2 million | Not listed | adviserinfo.sec.gov |
| Versatile Capital Management L.L.C. | Chicago | $130.1 million | Not listed | adviserinfo.sec.gov |
| K2 Wealth Management LLC | Chicago | $120 million | Not listed | adviserinfo.sec.gov |
| Yunistone Investment Group, LLC | Chicago | $119.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Blue Line Capital on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.