RIA Intel›Advisers›Texas›CRESTLINE MANAGEMENT, L.P.

CRESTLINE MANAGEMENT, L.P.

Advisory

N·FORT WORTH, TX

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$20.5B
1-Year AUM Growth
+17.8%
3-Year CAGR
+12.1%
Employees
107
Assets Under Management
Total AUM$20.5B
Discretionary AUM$20.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients140
Team
Total Employees107
Investment Advisers176
Employee Growth (1Y)+4.2%
Filing History
Total Filings on Record64
First FilingNov 11, 2002
Latest FilingFeb 27, 2026
🔒 Full AUM trend chart and 64 historical filings spanning 24+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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