Woodline Partners LP
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 301480
- Registered since
- July 3, 2019
- Website
- woodlinepartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Woodline Partners LP is a limited partnership operating as a hedge fund that primarily serves institutional investors. The firm is SEC-registered (2019) and reports fee arrangements that combine a percentage of assets under management with performance-based fees. Woodline functions as a CPO/CTA and acts as sponsor, general partner, or managing member for pooled investment vehicles, with advisory activity focused on portfolio management for those pooled vehicles. It does not identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Christopher Todd
Chief Financial OfficerCRD 6626764

Karl Kroeker
Co-CIOCRD 4055377
Michael Rockefeller
Co-CIOCRD 4889175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$329M in ETFs
100%
$328M
<1%
$986K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $113M | 172,111 | 34.36% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 4 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
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