# Crestline: portfolio, investments and team > Crestline is a private equity based in United States. 1 investment on record, latest Apr 2007. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/crestline (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Crestline Filed with the SEC to raise a fund in Oct 2026, closing $202M. Last cheque observed Apr 2007. Quiet New fund $202M, Oct 2026 Private equity Seed Series A Series B Apps IOS Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **7143** days **00** hrs **00** min **00** sec Median round **$4.0M** Rounds led **0 of 1** Pitch Crestline ## Crestline highlights - 01 1 rounds on record - 02 Mostly Series A: 100% of its rounds ## What they do - **Type:** Private equity (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Seed Series A Series B Growth - **Sectors:** Apps IOS - **Based in:** Fort Worth, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2007** 1 round - **Apr** **[Quantum](https://millionrounds.com/company/quantum)** Series A · US **$4.0M** With 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 registration **19 named** AD **Alaina Danley** Director i Filing they signed AR **Amber Ramsey** Director i Filing they signed CS **Camille Sassman** Chief Financial Officer i Form ADV CA **Caroline Ann Cooley** Limited Partner i Form ADV CJ **Christopher J Semple** Limited Partner i Form ADV DM **Darren M. Gorman** Director i Filing they signed DB **David Bf Philipp** Limited Partner i Form ADV DK **Douglas Kelvin Bratton** President and Director of Crestline Investors, Inc. i Filing they signed FB **Frank Batton Jordan** Limited Partner i Form ADV GM **Gary M. Bader** Director i Filing they signed JK **James K. Katten** Director i Filing they signed JK **Jason K. Fitzgerald** Director i Filing they signed JH **Jesus Humberto Payan** Limited Partner/Chief Legal Officer i Form ADV JS **John S. Cochran** Limited Partner/Chief Operations Officer i Form ADV KF **Keith Frederick Williams** Limited Partner/Co-CIO i Form ADV PB **Paula Baty Roberts** Chief Compliance Officer i Form ADV RG **Ronan Guilfoyle** Director i Filing they signed TM **Therese M. Collins** Director i Filing they signed WE **William E Palmer** Limited Partner i Form 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 **$23B** assets it manages Oct 2026 **Registered** investment adviser full 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 **39** Private equity **6** Direct inv in port co **2** - Crestline Summit Master, SPC - Peak SP *Hedge* 51 investors $3.2B - Crestline Summit Pinnacle Master, L.P. *Hedge* 16 investors $2.0B - Crestline Opportunity Fund V Master Fund, L.P. *Hedge* 253 investors $1.8B - Crestline Summit Master, SPC - APEX SP *Hedge* 5 investors $1.8B - Crestline Specialty Lending III, L.P. *Hedge* 94 investors $1.7B - Crestline Opportunity Fund IV Master Fund, L.P. *Hedge* 187 investors $1.3B - Crestline Specialty Lending II, L.P. *Hedge* 81 investors $860M - Crestline Portfolio Financing Fund II, L.P. *Hedge* 96 investors $593M - Crestline PF Sentry Fund, SCSP *Hedge* 6 investors $584M - Crestline Structured NOTE Issuer I LLC *Hedge* 2 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. - [**Minnesota State Board of Investments** 1 fund *$112M*](https://millionrounds.com/fund/minnesota-state-board-of-investments) Fund Vintage Committed Crestline European Capital Solutions Fund II 2026 $112M New fund on file **$202M** raised in Oct 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Seed Series A Series B Median round joined **$4.0M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Apr 2007 Rounds by stage said on their site - Series A said *1* - Seed said *-* - Series B said *-* - Growth said *-* **Pitching Crestline?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## 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. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. 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