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KLINE HILL PARTNERS LP

GREENWICH, CT · CRD 283283 · IAPD ↗ · klinehill.com · 203-987-6120

$11.71BRegulatory AUM
32Advisory reps
50Employees
0Clients
n/aPlanning clients
36Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — KLINE HILL PARTNERS LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — KLINE HILL PARTNERS LP reported RAUM up 29% ($9.11B -> $11.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — KLINE HILL PARTNERS LP reported RAUM up 83% ($4.99B -> $9.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — KLINE HILL PARTNERS LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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