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 an SEC-registered limited liability company that operates as a private equity fund manager focused on institutional clients. The firm registered with the SEC in 2021 and functions primarily as an adviser to pooled investment vehicles, acting in sponsor/GP and managing-member roles. Its fee schedules include percentage-of-AUM components plus performance-based fees and other fee arrangements. The firm identifies as an active ESG investor and reports that ESG considerations factor into its portfolio management for the vehicles it runs. Paceline’s ownership is reported as a combination of a domestic entity and an individual. It does not present itself as a third-party capital allocator; instead, the firm sponsors and directly manages pooled funds and related limited partner sponsorships.

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

    Kyle Volluz

    Chief Compliance Officer & General CounselCRD 7229411

  • Samuel Loughlin

    Samuel Loughlin

    Chief Executive OfficerCRD 6312390

  • Leigh Sansone

    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