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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