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Hartline Investment Corp.

● SEC registered since 1990CRD 106923SEC# 801-36627Winnetka, IL
Export (members)
Reg. AUM
$851.5M
Employees
6
Accounts
438
Location
Winnetka, IL

Hartline Investment Corp. assets under management

Hartline Investment Corp. is a registered investment adviser overseen by the SEC based in Winnetka, IL. The firm has been registered since 1990. It reports $851.5 million in regulatory assets under management and employs 6 people.
www.hartlineinv.comView on SEC.gov ↗

Hartline Investment Corp. owners & executives

2 reported
NameTitleOwnershipSince
Brian William Hart ControlPresident And CeoOver 75%2021
Kathryn Dunn CarrollChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Hartline Investment Corp. manage?

Hartline Investment Corp. reports $851.5 million in regulatory assets under management on its Form ADV.

How many employees does Hartline Investment Corp. have?

Hartline Investment Corp. reports 6 employees.

Where is Hartline Investment Corp. located?

Hartline Investment Corp. is based in Winnetka, IL and has been SEC-registered since 1990.

Does Hartline Investment Corp. disclose fund performance?

Hartline Investment Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address460 Winnetka Avenue, Suite 5, Winnetka, IL 60093
Phone312-726-5703
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK945625
Discloses disciplinary historyNo

Assets under management

Discretionary$615.2M
Non-discretionary$236.3M
Total (RAUM)$851.5M