United States · Investor

Crestline

Filed with the SEC to raise a fund in Oct 2026, closing $202M. Last cheque observed Apr 2007.

QuietNew fund $202M, Oct 2026Private equity

SeedSeries ASeries BAppsIOS

Cheques on record
0%of best year0cheques in 12 months, 1 on record
Since the last cheque7143days00hrs00min00sec
Median round$4.0MRounds led0 of 1
Pitch Crestline

Crestline highlights

  1. 01

    1 rounds on record

  2. 02

    Mostly Series A: 100% of its rounds

What they do

Type
Private equity (from a list, unverified)
Cheque size
Not stated
Stages
SeedSeries ASeries BGrowth
Sectors
AppsIOS
Based in
Fort Worth, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first1 appearances

  1. 2007

    1 round

  2. Apr
    QuantumSeries A · US$4.0MWith 2 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration19 named

ADAlaina DanleyDirectoriFiling they signed
ARAmber RamseyDirectoriFiling they signed
CSCamille SassmanChief Financial OfficeriForm ADV
CACaroline Ann CooleyLimited PartneriForm ADV
CJChristopher J SempleLimited PartneriForm ADV
DMDarren M. GormanDirectoriFiling they signed
DBDavid Bf PhilippLimited PartneriForm ADV
DKDouglas Kelvin BrattonPresident and Director of Crestline Investors, Inc.iFiling they signed
FBFrank Batton JordanLimited PartneriForm ADV
GMGary M. BaderDirectoriFiling they signed
JKJames K. KattenDirectoriFiling they signed
JKJason K. FitzgeraldDirectoriFiling they signed
JHJesus Humberto PayanLimited Partner/Chief Legal OfficeriForm ADV
JSJohn S. CochranLimited Partner/Chief Operations OfficeriForm ADV
KFKeith Frederick WilliamsLimited Partner/Co-CIOiForm ADV
PBPaula Baty RobertsChief Compliance OfficeriForm ADV
RGRonan GuilfoyleDirectoriFiling they signed
TMTherese M. CollinsDirectoriFiling they signed
WEWilliam E PalmerLimited PartneriForm ADV

We also hold 140 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$23Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
Crestline Management, L.P.
SEC number
CRD 122711

Funds on its Form ADV

49 private funds, $18B in gross assets · filed Nov 2024

Hedge 39Private equity 6Direct inv in port co 2

  1. Crestline Summit Master, SPC - Peak SPHedge51 investors$3.2B
  2. Crestline Summit Pinnacle Master, L.P.Hedge16 investors$2.0B
  3. Crestline Opportunity Fund V Master Fund, L.P.Hedge253 investors$1.8B
  4. Crestline Summit Master, SPC - APEX SPHedge5 investors$1.8B
  5. Crestline Specialty Lending III, L.P.Hedge94 investors$1.7B
  6. Crestline Opportunity Fund IV Master Fund, L.P.Hedge187 investors$1.3B
  7. Crestline Specialty Lending II, L.P.Hedge81 investors$860M
  8. Crestline Portfolio Financing Fund II, L.P.Hedge96 investors$593M
  9. Crestline PF Sentry Fund, SCSPHedge6 investors$584M
  10. Crestline Structured NOTE Issuer I LLCHedge2 investors$500M

And 39 more on the filing.

Who backs their funds

1 LP on record in Crestline's funds

Committed
$112M
Funds
1
Vintages
2026

The institutions that put money into its funds, which the firm then invests in companies.Source: the pension's own report, latest Jun 2026.

Quick answers about Crestline

What does Crestline invest in?

Crestline invests most often at Series A (100% of the rounds on record), in sectors such as Apps and IOS.

How active is Crestline?

1 investments on record, 0 of them in the last 12 months. The most recent was in Apr 2007.

How big are Crestline's cheques?

The median round it joins is $4.0M.

Is Crestline investing now?

No investments in the last 12 months; the latest was in Apr 2007.

What kind of investor is Crestline?

Crestline is a private equity firm based in Fort Worth, United States.

How much does Crestline manage?

About $23B, as regulatory assets under management (Oct 2026).

Has Crestline raised a new fund?

Its latest fund filing with the SEC was in Oct 2026, reporting $202M raised.

When was Crestline founded?

Crestline was founded in 1997.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it