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CRESTLINE MANAGEMENT, L.P.
201 Main Street
Suite 2100
Fort Worth, Texas 76102-3135
Tel: 817-339-7600
About CRESTLINE MANAGEMENT, L.P.
CRESTLINE MANAGEMENT, LP, formally registered with the SEC as CRESTLINE MANAGEMENT, LP. The firm was established in 12/02/2002. They have over 4 offices throughout the country.
CRESTLINE MANAGEMENT, L.P. is a Fort Worth, Texas based Financial Planning firm with nearly $24,537,485,205 assets under management, offering retirement planning & investment advisory services to 143 clients. The firm is staffed with 218 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122711 |
| SEC# | 801-61607 |
| Assets Managed by Firm | $24,537,485,205 |
| No. of Clients | 143 |
| No. of Advisors | 218 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE MISCELLANEOUS SECTION)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 143 | $24,537,485,205 |
| Pension and profit sharing plans | 9 | $5,551,982,400 |
| Other investment advisers | Fewer than 5 clients | $308,794,122 |
| Corporations or other businesses | Fewer than 5 clients | $13,710,265 |
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