CRESTLINE MANAGEMENT, L.P.

FORT WORTH, Texas·12 registered advisors·CRD# 122711
SEC# 801-616073817-339-7600
01

Firm Overview

AUM
$24.5B
Regulatory assets under management
Employees
218
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: SEE MISCELLANEOUS SECTION
03

Specialties

Retirement PlanningWealth Management
04

Advisors at CRESTLINE MANAGEMENT, L.P.

12 registered advisors
Anne Marie Bratton
FORT WORTH, Texas
Camille Sassman
FORT WORTH, Texas
Christopher J Semple
FORT WORTH, Texas
David Bf Philipp
FORT WORTH, Texas
Dawn Sheree Cochran
FORT WORTH, Texas
Frank Batton Jordan
FORT WORTH, Texas
Jesus Humberto Payan
FORT WORTH, Texas
John S. Cochran
FORT WORTH, Texas
Keith Frederick Williams
FORT WORTH, Texas
Martin Coleman Bowen
FORT WORTH, Texas
Paula Baty Roberts
FORT WORTH, Texas
William E Palmer
FORT WORTH, Texas
05

Office Locations

FORT WORTH, Texas
12 advisors

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Data sourced from SEC Form ADV filings. CRESTLINE MANAGEMENT, L.P. (CRD# 122711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.