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WOODLINE PARTNERS LP
WOODLINE PARTNERS LP
SAN FRANCISCO, California
·
9 registered advisors
·
CRD# 301480
SEC# 801-116904
2
415-801-4550
01
Firm Overview
AUM
$15.0B
Regulatory assets under management
Employees
75
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at WOODLINE PARTNERS LP
9 registered advisors
Aaron Ben Moatz
SAN FRANCISCO, California
CRD# 4238341
Charlton Han Yu
SAN FRANCISCO, California
CRD# 3134909
Christopher Glenn Hawkins
SAN FRANCISCO, California
CRD# 7132087
Christopher Michael Todd
SAN FRANCISCO, California
CRD# 6626764
Erin Sian Mullen
SAN FRANCISCO, California
CRD# 7126977
Karl Heinz Kroeker
SAN FRANCISCO, California
CRD# 4055377
Matthew Paul Hooker
SAN FRANCISCO, California
CRD# 4438239
Michael Clifford Rockefeller
SAN FRANCISCO, California
CRD# 4889175
Steven Daniel Rosenberg
SAN FRANCISCO, California
CRD# 5148238
05
Office Locations
SAN FRANCISCO, California
9 advisors
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Data sourced from SEC Form ADV filings. WOODLINE PARTNERS LP (CRD# 301480) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.