Woodline Partners LP

RIASEC RegisteredEst. 2019
Total AUM
$36.7B
Discretionary
$36.7B
100% of AUM
Avg account
$6.1B
Accounts
6
Employees
102
Advisory reps
5

Firm details

Headquarters
San Francisco, California
CRD number
301480
Registered since
July 3, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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 5
  • Christopher Todd

    Christopher Todd

    Chief Financial OfficerCRD 6626764

  • Karl Kroeker

    Karl Kroeker

    Co-CIOCRD 4055377

  • Michael Rockefeller

    Co-CIOCRD 4889175

Unlock 2 more executives

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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ETF holdings

1 of 12

Active vs passive

$329M in ETFs

Passive

100%

$328M

Active

<1%

$986K

ETFProviderStyleCategoryValueShares% of portfolio
VANECK SEMICONDUCTOR ETF (SMH)VanEckPassiveTechnology$113M172,11134.36%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth