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 that operates as a hedge fund and is SEC-registered (since 2019). The firm serves predominantly institutional clients and combines futures/commodity trading operator (CPO/CTA) activity with portfolio management for pooled investment vehicles. Woodline also functions in sponsor and general partner roles for pooled vehicles and collects both a percentage-of-AUM management fee and performance-based fees. The firm does not identify as an active ESG investor and is not registered 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 5CHRISTOPHER 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 6Active vs passive
$200M in ETFs
100%
$200M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) METALS & MINING ETF (XME) | State Street | Passive | Natural Resources | $61.4M | 568,496 | 30.65% |
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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