AdvisorCensus / Financial advisors / California / San Francisco / Woodline Partners LP
Woodline Partners LP is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Woodline Partners LP compensated?
On its Form ADV (Item 5.E, October 2026), Woodline Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Woodline Partners LP located?
Woodline Partners LP's principal office is in San Francisco, CA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Woodline Partners LP registered with the SEC or a state?
Woodline Partners LP is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301480.
How much does Woodline Partners LP manage?
Woodline Partners LP reports $36,655,346,441 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Woodline Partners LP's assets and staff changed since 2021?
In the Form ADV data for Woodline Partners LP: Regulatory assets under management: $10,577,107,998 in the October 2021 data and $36,655,346,441 in the October 2026 data, up 247%. Total employees: 38 in October 2021 and 102 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Woodline Partners LP serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).
Does Woodline Partners LP 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/301480
What changed in Woodline Partners LP's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 44 to 48. Regulatory assets under management went from $22,743,686,120 to $36,655,346,441 (+61%). Added an office in London.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$36,655,346,441 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 102. Performing investment advisory functions: 48.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the April 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $36,655,346,441 | 102 | March 31, 2026 |
| October 2025 | $22,743,686,120 | 87 | April 17, 2025 |
| October 2024 | $15,015,738,385 | 75 | May 29, 2024 |
| October 2023 | $16,754,552,623 | 69 | March 29, 2023 |
| October 2022 | $13,520,932,077 | 53 | March 31, 2022 |
| October 2021 | $10,577,107,998 | 38 | March 31, 2021 |
Regulatory assets under management: $10,577,107,998 in the October 2021 data and $36,655,346,441 in the October 2026 data, up 247%.
Total employees: 38 in October 2021 and 102 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 44 to 48.
- Regulatory assets under management went from $22,743,686,120 to $36,655,346,441 (+61%).
- Added an office in London.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Woodline Partners LP (CRD 301480): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/woodline-partners-lp-san-francisco-ca-301480