Crestline Management, L.P.

RIASEC RegisteredEst. 2002

Total AUM

$22.5B

Discretionary

$22.5B

100% of AUM

Avg account

$167M

Accounts

135

Employees

195

Advisory reps

Firm details

Headquarters: Fort Worth, Texas
CRD number: 122711
Registered since: December 2, 2002
Website: www.crestlineinvestors.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles55.91%
Pension & Profit Sharing Plans21.52%
Insurance Companies11.61%
Sovereign Wealth Funds3.93%
State / Municipal Government3.56%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crestline Management, L.P. is a U.S. limited partnership established in 2002 that manages institutional capital across multiple investment formats. The firm operates as a hybrid manager: it runs hedge funds and private equity vehicles, sponsors pooled investment products, and provides portfolio management for investment companies, pooled vehicles and institutional clients. Crestline also performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and acts as an insurance broker. Its compensation includes asset-based fees and performance-related fees. The firm identifies as an active ESG investor and serves primarily institutional clients.