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WOODLINE PARTNERS LP

SAN FRANCISCO, CA · CRD 301480 · IAPD ↗ · 415-801-4550

$36.66BRegulatory AUM
48Advisory reps
102Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — WOODLINE PARTNERS LP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2026 — WOODLINE PARTNERS LP reported RAUM up 61% ($22.74B -> $36.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — WOODLINE PARTNERS LP reported RAUM up 51% ($15.02B -> $22.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
April 2024 — WOODLINE PARTNERS LP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — WOODLINE PARTNERS LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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