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CRESTLINE MANAGEMENT, L.P.

FORT WORTH, TX · CRD 122711 · IAPD ↗ · crestlineinvestors.com · 817-339-7600

$22.51BRegulatory AUM
113Advisory reps
195Employees
0Clients
n/aPlanning clients
37Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2026 — CRESTLINE MANAGEMENT, L.P. grew from 107 to 113 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — CRESTLINE MANAGEMENT, L.P. shrank from 148 to 107 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2024 — CRESTLINE MANAGEMENT, L.P. grew from 142 to 148 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.