Crestline Management, L.P.
Fort Worth, TX·SEC-registered · CRD #122711
Crestline Management, L.P. is an SEC-registered investment advisory firm in Fort Worth, TX managing $23B across 135 client accounts, with 113 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$23B
Client accounts
135
Advisory staff
113
Fee model
Fee-only
How Crestline Management, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL CRESTLINE MANAGEMENT, L.P.
See how Crestline compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Crestline Management, L.P.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Crestline Management, L.P.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Crestline Management, L.P.
How much does Crestline Management, L.P. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Crestline Management, L.P. reports $23B in regulatory assets under management across roughly 135 client accounts.
How does Crestline Management, L.P. charge?
Crestline Management, L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Crestline Management, L.P. a fiduciary?
Yes. Crestline Management, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #122711), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Crestline Management, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Crestline Management, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Fort Worth, TX
Profile compiled from Crestline Management, L.P.'s public SEC Form ADV filing (CRD #122711, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Crestline Management, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Crestline Management, L.P.? Claim this profile.