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PACELINE EQUITY PARTNERS, LLC
3838 Oak Lawn Avenue
Suite 600
Dallas, Texas 75219
Tel: 469-405-0908
About PACELINE EQUITY PARTNERS, LLC
PACELINE EQUITY PARTNERS, LLC, formally registered with the SEC as PACELINE EQUITY PARTNERS, LLC. The firm was established in 07/12/2021. They have over 1 offices throughout the country.
PACELINE EQUITY PARTNERS, LLC is a Dallas, Texas based Financial Planning firm with nearly $1,674,306,165 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 34 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307683 |
| SEC# | 801-121722 |
| Assets Managed by Firm | $1,674,306,165 |
| No. of Clients | 9 |
| No. of Advisors | 34 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $1,674,306,165 |
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