Kline Hill Partners LP

RIASEC RegisteredEst. 2017
Total AUM
$11.7B
Discretionary
$11.7B
100% of AUM
Avg account
$325M
Accounts
36
Employees
50
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
283283
Registered since
June 27, 2017
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kline Hill Partners LP is organized as a limited partnership and operates as a private equity manager focused on institutional clients. The firm is SEC‑registered (since 2017) and conducts portfolio management for pooled investment vehicles while also carrying CPO/CTA registrations and related responsibilities. Its business model combines traditional private fund sponsor/GP activity with advisory and trading operator roles, and its compensation mixes percentage‑of‑AUM fees, fixed fees and performance‑based fees. The firm is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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
  • Eric Swann

    Eric Swann

    COO & CCOCRD 7250086

Contacts

2 of 2
  • Michael Bego

    Michael Bego

    Managing PartnerCRD 6629126

  • Jared Barlow

    Jared Barlow

    PartnerCRD 5026393

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
325 Greenwich Ave
Time zone
ET (UTC-5)
Office locations

Similar firms