CRESTLINE MANAGEMENT, L.P.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $22.51B |
| Discretionary | $22.51B100% of AUM |
| Client Accounts | 135 |
| Avg Account Size | $166.7M |
| Employees | 195 |
| Peak AUM | $24.54BMar 2024 |
| AUM CAGR | +21.8% /yrover 23 yrs · 71 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $22.5B | +9.8% | +3.9% | +8.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $22.51B |
| Discretionary | $22.51B |
| Employees | 195 |
| Client Accounts | 135 |
Contact & Location
Address
201 MAIN STREET
FORT WORTH TX 76102-3135
Phone
817-339-7600
Filing History
71 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$22.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Other Registrations
Banking Institution
Related Entities (Item 7)
Investment AdviserPension ConsultantLaw Firm