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 multi-strategy manager formed in 2002 that combines hedge fund and private equity activity with other pooled-vehicle sponsorship. The firm serves an institutional client base and earns fees that include asset-based and performance components. It also performs commodity pool operator/commodity trading adviser (CPO/CTA) functions and operates as an insurance broker, while providing portfolio management for investment companies, pooled vehicles and institutional accounts. The firm reports being an active ESG investor, and its organizational structure includes both domestic entity and individual ownership elements. Crestline is not positioned as a capital allocator in the sense of a dedicated seeding or external allocation shop; instead it manages and sponsors its own private funds and pooled vehicles across multiple strategies.