Paceline Equity Partners, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 307683
- Registered since
- July 12, 2021
- Website
- pacelineequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 4
Kyle Volluz
Chief Compliance Officer & General CounselCRD 7229411

Samuel Loughlin
Chief Executive OfficerCRD 6312390

Leigh Sansone
Chief Investment OfficerCRD 7229414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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