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PACELINE EQUITY PARTNERS, LLC

DALLAS, TX · CRD 307683 · IAPD ↗ · pacelineequity.com · 469-405-0908

$2.43BRegulatory AUM
37Advisory reps
40Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

62
April 2026 — PACELINE EQUITY PARTNERS, LLC grew from 30 to 37 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2024 — PACELINE EQUITY PARTNERS, LLC reported RAUM up 60% ($1.04B -> $1.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — PACELINE EQUITY PARTNERS, LLC grew from 25 to 30 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.