Woodline Partners LP (San Francisco)

Name: Woodline Partners LP
Address: Four Embarcadero Center, San Francisco, CA, 94111
Telephone: 415-801-4550

Woodline Partners LP is a large advisory firm based in San Francisco. It manages $3.02 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of California.

Woodline Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Woodline Partners: assets under management

The assets under management (AUM) of Woodline Partners LP is $3.02 billion, all of which is managed in discretionary accounts. $3.02 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.02 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.01 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Woodline Partners LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Woodline Partners serves?

The only and largest group of clients of Woodline Partners is pooled investment vehicles with 3 clients and $3.02 billion of assets under management. Among the 9 most similar advisory firms, Woodline Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.02 billion for 3 clients. 66% of the firm’s clients are foreign persons or businesses.

Woodline Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $20,000,000 for each fund.

Careers at Woodline Partners LP

The company employs 24 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Woodline Holdings Llc	General partner	1 Oct 2018	Other	83-1734101
Matthew Paul Hooker	Chief operations officer	1 Oct 2018	Other	4438239
Karl Heinz Kroeker	Co-chief investment officer	1 Oct 2018	25% - 50%	4055377
Michael Clifford Rockefeller	Co-chief investment officer	1 Oct 2018	25% - 50%	4889175
Aaron Ben Moatz	Partner / limited partner	1 Oct 2018	Other	4238341
Christopher Michael Todd	Chief financial officer	1 Jan 2019	Other	6626764
Erin Sian Mullen	Chief compliance officer	1 May 2019	Other	7126977
Christopher Glenn Hawkins	Partner / limited partner	1 May 2019	Other	7132087
Steven Daniel Rosenberg	Partner / limited partner	1 May 2019	Other	5148238
Charlton Han Yu	Partner/limited partner	1 Aug 2019	Other	3134909

Based in San Francisco

The principal office where Woodline Partners LP performs its advisory services is located at Four Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-801-4550. The normal business hours are 6:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at woodlinepartners.com/ and its LinkedIn profile.