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 a limited partnership that runs private investment funds for institutional clients. Registered with the SEC in 2017, the firm’s operating footprint centers on advising pooled investment vehicles and serving as sponsor or general partner on sponsored funds. Its regulatory and business activities include acting as a CPO/CTA and providing portfolio management for pooled vehicles. The firm structures fees across percentage-of-AUM, fixed-fee, and performance-based arrangements. Kline Hill Partners does not position itself as an active ESG investor and is characterized as a single-state adviser in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Eric Swann

    COO & CCOCRD 7250086

Contacts

2 of 2
  • MICHAEL BEGO

    Managing PartnerCRD 6629126

  • JARED BARLOW

    PartnerCRD 5026393

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth