Crestline Management, L.P
Answer a few questions and
get matched with an advisor.
Learn more about Crestline Management, L.P
Overview
Crestline Management, L.P is a financial advisory firm that has its headquarters in Fort Worth, Texas. Crestline Management, L.P has $20.8 billion in total assets throughout 123 accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). It has a large team, including 142 financial advisors. Crestline Management, L.P is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as stocks, options and bonds.
Crestline Management, L.P administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without needing to seek the client's authorization. The investment advisory firm supervises roughly $169.3 million in assets for every account. The typical advisor at Crestline Management, L.P administers fewer than one client account, placing it among the most individualized advisor firms in the country.
The company's main office is at 201 Main Street, Fort Worth, Texas 76102-3135. The firm is legally registered to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crestline Management, L.P by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$20.8 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
203
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
123
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$169.3 million
Fee Structure
Financial management fees largely depend on which services are offered. Fee types billed by Crestline Management, L.P can be comprised of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles, pension plans, insurance companies and sovereign wealth funds. Out of its 123 customers, Crestline Management, L.P's biggest client by number of accounts is pooled investment vehicles. About 58% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Crestline Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Crestline Management, L.P
Fort Worth, TX
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.