Crestline Management, L.P.

Overview

Crestline Management, L.P. is an SEC registered investment adviser based in Fort Worth, TX, registered since 2002. It reports $22.5B in assets under management across 135 accounts, with 195 employees. It has 1 investment adviser representatives.

Reported AUM

$22.5B

Discretionary

100%

Accounts

135

Average account

$167M

Employees

195

Advisory reps

1

Registered since

2002

Jurisdictions

1

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Insurance Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 5

• Camille Sassman Chief Financial Officer CRD 4603314
• Jesus Humberto Payan Chief Legal Officer CRD 5314352
• John S Cochran Chief Operating Officer CRD 4602808

2 more executive officers, with direct contact details

Advisory reps 1 of 1

• Douglas Kelvin Bratton Investment Adviser Rep CRD 1287903

Location

Headquarters

201 Main St Ste 2100
Fort Worth, TX 76102

County

Tarrant

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: crestlineinvestors.com

Every state, with registration dates

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