THE NORTHLINE GROUP

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
339016
Registered since
November 13, 2025

Firm profile

FINTRX

Overview

The Northline Group is a limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm is organized under individual ownership and is registered with the SEC as of 2025. Its regulatory profile shows it does not act as a capital allocator to third‑party managers and it is not marked as an active ESG investor or a multistate adviser. Investment activity centers on private fund management rather than a broad retail advisory business. The Northline Group’s stated roles—sponsor, general partner and managing member of pooled vehicles—indicate the firm focuses on originating, packaging and managing private transactions through closed vehicles where it takes a governance role on portfolio assets.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SAMUEL GLASGOW

    Chief Financial OfficerCRD 4999617

Contacts

1 of 1
  • IV SLATER

    CRD 8176193

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5356 Nakoma Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth