Paceline Equity Partners, LLC
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Learn more about Paceline Equity Partners, LLC
Overview
Paceline Equity Partners, LLC operates as a financial advisory company based in Dallas, Texas. The company controls $1.0 billion in assets over eight client accounts, placing it among the bigger firms in the United States by assets under management (AUM). The company has a small group, including 25 financial advisors. Paceline Equity Partners, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and stocks.
Paceline Equity Partners, LLC administers all of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions for the client's account without requiring client permission. The company supervises roughly $130.6 million for every customer account. The typical financial advisor at Paceline Equity Partners, LLC administers fewer than one client account, making it one of the most individualized firms in the country.
The company's main office is located at 3625 N. Hall Street, Suite 900, Dallas, Texas 75219. The company is legally permitted to serve clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Paceline Equity Partners, LLC by the Numbers
$1.0 billion
29
8
$130.6 million
Fee Structure
A financial advisor's fees largely are based on the financial services provided. However, fee types charged by the company most likely include the following fee structures: asset-based, performance-based or other. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
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 firm caters to pooled investment vehicles. Out of its eight clients, Paceline Equity Partners, LLC's biggest client group by number of accounts is pooled investment vehicles. About 38% of the company's accounts are 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.
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Disclosures
Paceline Equity Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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