# Paceline Equity Partners, LLC

> 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.

- CRD: 307683
- Filed as: PACELINE EQUITY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307683
- AdvisorCensus page: https://advisorcensus.com/firm/paceline-equity-partners-llc-dallas-tx-307683

## Quick answers

**How is Paceline Equity Partners, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Paceline Equity Partners, LLC located?**
Paceline Equity Partners, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Paceline Equity Partners, LLC registered with the SEC or a state?**
Paceline Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 307683.

**How much does Paceline Equity Partners, LLC manage?**
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).

**How have Paceline Equity Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Paceline Equity Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Paceline Equity Partners, LLC report any disciplinary disclosures?**
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

**What changed in Paceline Equity Partners, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,427,278,204
- Discretionary: $2,427,278,204
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $2,427,278,204 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 40 total, 37 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pacelineequity.com
- LinkedIn @paceline-equity-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $462,565,010 | 22 | June 9, 2021 |
| October 2022 | $513,402,769 | 22 | July 6, 2022 |
| October 2023 | $1,044,781,301 | 29 | March 31, 2023 |
| October 2024 | $1,674,306,165 | 34 | March 29, 2024 |
| October 2025 | $1,993,174,554 | 36 | April 25, 2025 |
| October 2026 | $2,427,278,204 | 40 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paceline Equity Partners, LLC (CRD 307683): Form ADV filing data as of October 2026.