PACELINE EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$243M
Accounts
10
Employees
40
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
307683
Registered since
July 12, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Paceline Equity Partners, LLC is organized as a private equity manager focused on advising pooled investment vehicles for institutional investors. Formed in 2021, the firm acts as sponsor and manager of private funds rather than a broad retail advisory business. Its client base is institutional, and its advisory mandate centers on portfolio management for pooled vehicles — structures commonly used to aggregate capital for direct private equity commitments and related alternatives. The firm charges a mix of percentage-of-assets and performance-based fees and identifies as an active ESG investor, suggesting ESG factors are integrated into its fund selection, monitoring and governance practices. Paceline is not set up as a capital allocator in the traditional endowment or sovereign-wealth sense; instead it structures and manages funds, sponsors limited partnerships and serves as a general partner/managing member for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

3 of 4
  • KYLE VOLLUZ

    Chief Compliance Officer & General CounselCRD 7229411

  • SAMUEL LOUGHLIN

    Chief Executive OfficerCRD 6312390

  • LEIGH SANSONE

    Chief Investment OfficerCRD 7229414

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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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3838 Oak Lawn Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth