{ "crd_number": 307683, "slug": "paceline-equity-partners-llc-dallas-tx-307683", "primary_business_name": "PACELINE EQUITY PARTNERS, LLC", "legal_name": "PACELINE EQUITY PARTNERS, LLC", "dbas": [], "city": "Dallas", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-07-12", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 2427278204.0, "raum_discretionary": 2427278204.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 40, "advisory_employees": 37, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 2427278204.0, "count": 10 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://linkedin.com/company/paceline-equity-partners", "https://pacelineequity.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307683", "city_as_filed": "DALLAS", "url": "https://advisorcensus.com/firm/paceline-equity-partners-llc-dallas-tx-307683", "display_name": "Paceline Equity Partners, LLC", "summary": "Paceline Equity Partners, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Paceline Equity Partners, LLC (CRD 307683): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Other" ], "quick_answers": [ { "q": "How is Paceline Equity Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Paceline Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other." }, { "q": "Where is Paceline Equity Partners, LLC located?", "a": "Paceline Equity Partners, LLC's principal office is in Dallas, TX, according to its Form ADV." }, { "q": "Is Paceline Equity Partners, LLC registered with the SEC or a state?", "a": "Paceline Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 307683." }, { "q": "How much does Paceline Equity Partners, LLC manage?", "a": "Paceline Equity Partners, LLC reports $2,427,278,204 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Paceline Equity Partners, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Paceline Equity Partners, LLC: Regulatory assets under management: $462,565,010 in the October 2021 data and $2,427,278,204 in the October 2026 data, up 425%. Total employees: 22 in October 2021 and 40 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Paceline Equity Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)." }, { "q": "Does Paceline Equity Partners, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307683" }, { "q": "What changed in Paceline Equity Partners, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 30 to 37. Regulatory assets under management went from $1,993,174,554 to $2,427,278,204 (+22%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 462565010.0, "total_employees": 22, "filing_date": "2021-06-09" }, { "period": "2022-10-01", "regulatory_assets_under_management": 513402769.0, "total_employees": 22, "filing_date": "2022-07-06" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1044781301.0, "total_employees": 29, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1674306165.0, "total_employees": 34, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1993174554.0, "total_employees": 36, "filing_date": "2025-04-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2427278204.0, "total_employees": 40, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 30 to 37.", "Regulatory assets under management went from $1,993,174,554 to $2,427,278,204 (+22%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/paceline-equity-partners-llc-dallas-tx-307683.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 10, "fewer_than_5": false, "raum": 2427278204.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307683", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }