CRESTLINE MANAGEMENT, L.P.
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 122711
- Registered since
- December 2, 2002
- Website
- www.crestlineinvestors.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles55.91%
- Pension & Profit Sharing Plans21.52%
- Insurance Companies11.61%
- Sovereign Wealth Funds3.93%
- State / Municipal Government3.56%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crestline Management, L.P. is a multi-strategy alternative asset manager organized as a limited partnership and active in hedge funds, private equity, and other pooled vehicles. The firm primarily serves institutional clients and operates with a fee mix that includes asset-based fees and performance-based compensation. Crestline performs portfolio management for investment companies, pooled investment vehicles, and institutional or business accounts, and it also engages in commodity pool operator/commodity trading adviser activities and insurance brokerage. The manager reports being an active ESG investor and has been SEC-registered since 2002.
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
Asset composition
- Other30%
- Sovereign Bonds26%
- Private Funds19%
- Non-Exchange Traded Equities11%
- Investment Grade Corp Bonds6%
Owners & executives
3 of 5JOHN COCHRAN
Partner, Chief Operating OfficerCRD 4602808
Keith Williams
Managing Partner & Co-CIOCRD 6805805
PAULA ROBERTS
Managing Director, Chief Compliance OfficerCRD 2891163
Contacts
1 of 1JESUS PAYAN
Partner, General CounselCRD 5314352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 201 Main St
- Time zone
- CT (UTC-6)
- Office locations
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