Chief Compliance Officer · Crestline Management, L.P.
Paula B. Roberts
CRD 2891163 · Named on Form ADV at one SEC-registered adviser
At a glance
Crestline Management, L.P., an SEC-registered private fund adviser based in Fort Worth, TX with $22.5 billion in regulatory assets, lists Paula B. Roberts on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Crestline Management, L.P.Chief Compliance OfficerPrivate fund adviser · Fort Worth, TX · $23B in regulatory assets
AtlasMembers
Paula’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- John S. CochranChief Operations Officer, Crestline Management, L.P.
- Jesus H. PayanChief Legal Officer, Crestline Management, L.P.
- Camille SassmanChief Financial Officer, Crestline Management, L.P.
- Keith F. WilliamsChief Investment Officer, Crestline Management, L.P.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paula’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.