WOODLINE PARTNERS LP

Four Embarcadero Center
Suite 3450
San Francisco, California 94111
Tel: 415-801-4550

About WOODLINE PARTNERS LP

WOODLINE PARTNERS LP, formally registered with the SEC as WOODLINE PARTNERS LP. The firm was established in 07/03/2019. They have over 3 offices throughout the country.

WOODLINE PARTNERS LP is a San Francisco, California based Financial Planning firm with nearly $15,015,738,385 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 75 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301480
SEC#	801-116904
Assets Managed by Firm	$15,015,738,385
No. of Clients	3
No. of Advisors	75

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$15,015,738,385

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