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Private equityFirmhybrid manager · probablelower middle market

Crestline Management, L.P.

Private Equity

Fort Worth, TX

SummitTX employs a multi-strategy, multi-portfolio manager, equity-oriented market neutral approach.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:3a5002d2-2f01-4851-bf1b-f3b74008df1e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 63
Dated events: 37
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Independent Sponsorsidentity

Crestline Management, L.P.

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

CRESTLINE MANAGEMENT, L.P.

Registered adviser · shared crd

Private Creditidentity

CRESTLINE MANAGEMENT, L.P.

Private credit manager · shared crd

RIA / Wealth Managementowner

SUMMITTX CAPITAL, L.P.

owned by this firm per Schedule A, named with its CRD in Item 7.A · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 16
PE funds: 13
Vintages: 2013 to 2024
PE GAV, 2024 filing: $69.7Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $25B
Investments: 4
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.07bn Private Equity Fund GAV on the Form ADV filed 2024-11-27
Latest ADV filing: Nov 27, 2024
Employees (ADV): 218
Website: crestlinesummit.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Crestline Praeter, L.P. - Fulcrum 2	2024	Unknown	Private Equity Fund	n/a	$399,787
Crestline Praeter, L.P. - Harper	2021	Unknown	Private Equity Fund	n/a	$25.3M
Crestline Praeter, L.P. - Oranje	2021	Active deployment	Private Equity Fund	n/a	$31.3M
Crestline Praeter, L.P. - Fulcrum	2021	Unknown	Private Equity Fund	n/a	$18,579
Crestline Praeter, L.P. - Zoom	2020	Active deployment	Private Equity Fund	n/a	$11.9M
Crestline Horizon Fulcrum (can), L.P.	2017	Wound down	Private Equity Fund	n/a	$46.0M
White Oak Strategic Master Fund, L.P.	2017	Unknown	Private Equity Fund	n/a	$0
Crestline El Co-Investments, L.P.	2017	Wound down	Private Equity Fund	n/a	$35.1M
Crestline Horizon Dutch, L.P.	2017	Wound down	Private Equity Fund	n/a	$35.2M
C.L. - Ascent, L.P.	2017	Harvest	Private Equity Fund	n/a	$838,811
Trent River Offshore Limited - Class R1	2014	Mature	Other Private Fund	n/a	$1.6M
Crestline Plus Trust (i)	2014	Unknown	Private Equity Fund	n/a	$311,083
Crestline Forty Fund, L.P.	2014	Wound down	Private Equity Fund	n/a	$76.7M
Crestline Enchantment Fund, LLC - Class B	2013	Unknown	Private Equity Fund	n/a	$26.2M
Crestline Ak Permanent Fund, L.P. - Class B	2013	Wound down	Other Private Fund	n/a	$341M
Crestline Second European Capital Solutions Fund	n/a	Unknown	n/a	n/a	n/a

Investments

Company	State	Role	Control	Invested	Exited	Status
Learning About Our Portfolio Managers	n/a	unknown	unknown	n/a	n/a	unknown
The Upside for Strong Performance	n/a	unknown	unknown	n/a	n/a	unknown
Tools of the Trade	n/a	unknown	unknown	n/a	n/a	unknown
Why Our Portfolio Managers Stay	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (25)

→ Caroline Ann CooleyPersonLimited Partner
Jun 1, 2001 to presentfactForm ADV, The subject's own site
→ Jace JacksonPersonManaging Director, Global Head of Marketing and Business Development
factThe subject's own site
→ Alex DidychPersonManaging Director, Chief Risk Officer
factThe subject's own site
→ Courtney PosnerPersonManaging Director, General Counsel & Chief Compliance Officer
factThe subject's own site
→ Robert BernstonePersonManaging Director, Head of Trading
factThe subject's own site
→ Melinda LillyPersonManaging Director, Chief Administrative Officer
factThe subject's own site
→ John TimotheouPersonManaging Director, Chief Technology Officer
factThe subject's own site
→ Josh TysonPersonHead of Investment Analytics and Operations
factThe subject's own site
→ Rizwan SabarPersonSenior Portfolio Manager & Head of Zenith
factThe subject's own site
→ Hiroshi HaradaPersonDirector, Head of Asia Business Development
factThe subject's own site
→ Brian PellerPersonManaging Director, Chief Operating Officer
factThe subject's own site
→ David Bf PhilippPersonLimited Partner
May 1, 2021 to presentfactForm ADV
→ Douglas Kelvin BrattonPersonTrustee
Oct 1, 2019 to presentfactForm ADV
→ John S. CochranPersonLimited Partner
Jul 1, 2021 to presentfactForm ADV
→ Jesus Humberto PayanPersonLimited Partner/Chief Legal Officer
Jan 1, 2007 to presentfactForm ADV
→ Martin Coleman BowenPersonMember
Apr 1, 2007 to presentfactForm ADV
→ Camille SassmanPersonChief Financial Officer
Jan 1, 2012 to presentfactForm ADV
→ Edward BassPersonLimited Partner
Jul 1, 2005 to presentfactForm ADV
→ Paula Baty RobertsPersonChief Compliance Officer
Mar 1, 2017 to presentfactForm ADV
→ Keith Frederick WilliamsPersonLimited Partner/Co-Cio
May 1, 2016 to presentfactForm ADV
→ Christopher J SemplePersonLimited Partner
Jun 1, 2018 to presentfactForm ADV
→ Frank Batton JordanPersonLimited Partner
Jan 1, 2020 to presentfactForm ADV
→ Dawn Sheree CochranPersonLimited Partner
Jul 1, 2021 to presentfactForm ADV
→ William E PalmerPersonLimited Partner
Apr 1, 2024 to presentfactForm ADV
→ Anne Marie BrattonPersonTrustee
Oct 1, 1994 to Feb 28, 2020inferenceForm ADV

Invested in (4)

→ The Upside for Strong PerformanceCompanyunknown
factThe subject's own site
→ Tools of the TradeCompanyunknown
factThe subject's own site
→ Why Our Portfolio Managers StayCompanyunknown
factThe subject's own site
→ Learning About Our Portfolio ManagersCompanyunknown
factThe subject's own site

Manages (18)

→ Crestline Second European Capital Solutions FundFund
factNews and newswire
→ Crestline Ak Permanent Fund, L.P. - Class BFundHedge Fund
Apr 1, 2013 to presentfactForm ADV
→ Crestline Enchantment Fund, LLC - Class BFundHedge Fund
Apr 1, 2013 to presentfactForm ADV
→ Crestline Plus Trust (i)FundHedge Fund
Mar 31, 2014 to presentfactForm ADV
→ Crestline Forty Fund, L.P.FundHedge Fund
Mar 31, 2014 to presentfactForm ADV
→ Trent River Offshore Limited - Class R1FundPrivate Equity Fund
Apr 30, 2014 to presentfactForm ADV
→ C.L. - Ascent, L.P.FundHedge Fund
Mar 1, 2017 to presentfactForm ADV
→ White Oak Strategic II Srv, L.P.FundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ White Oak Opportunity Srv, L.P.FundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ White Oak Strategic Master Fund, L.P.FundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ Crestline Horizon Fulcrum (can), L.P.FundPrivate Equity Fund
May 30, 2017 to presentfactForm ADV
→ Crestline El Co-Investments, L.P.FundPrivate Equity Fund
May 30, 2017 to presentfactForm ADV
→ Crestline Horizon Dutch, L.P.FundPrivate Equity Fund
Aug 29, 2017 to presentfactForm ADV
→ Crestline Praeter, L.P. - ZoomFundOther Private Fund
Feb 28, 2020 to presentfactForm ADV
→ Crestline Praeter, L.P. - FulcrumFundPrivate Equity Fund
Mar 1, 2021 to presentfactForm ADV
→ Crestline Praeter, L.P. - OranjeFundPrivate Equity Fund
May 28, 2021 to presentfactForm ADV
→ Crestline Praeter, L.P. - HarperFundPrivate Equity Fund
Aug 27, 2021 to presentfactForm ADV
→ Crestline Praeter, L.P. - Fulcrum 2FundPrivate Equity Fund
Feb 29, 2024 to presentfactForm ADV

Owns (15)

← Crestline Investors, Inc.FirmGeneral Partner
Jan 1, 1998 to presentfactForm ADV
← Light Tree, L.P.FirmLimited Partner
Dec 1, 2016 to presentfactForm ADV
← Agapekladi, L.P.FirmLimited Partner
Oct 1, 2019 to presentfactForm ADV
← BOW 'n Arrow Partners, L.P.FirmLimited Partner
Jul 1, 2006 to presentfactForm ADV
← Bow'n Arrow Genpar, LLCFirmGeneral Partner
Apr 1, 2007 to presentfactForm ADV
← Thru Line, L.P.FirmLimited Partner
Jan 1, 2016 to presentfactForm ADV
← Thru Line GP LLCFirmGeneral Partner
Jul 1, 2005 to presentfactForm ADV
← Fine Line L.P.FirmMember
Jul 1, 2005 to presentfactForm ADV
← Fine Line GP LLCFirmGeneral Partner
Jul 1, 2005 to presentfactForm ADV
← Parhelion Growth, LLCFirmGeneral Partner
Dec 1, 2016 to presentfactForm ADV
← MB Management TrustFirmLimited Partner
Dec 1, 2016 to presentfactForm ADV
← Agapekladi Genpar, LLCFirmGeneral Partner
Oct 1, 2019 to presentfactForm ADV
← AKB Management TrustFirmLimited Partner
Oct 1, 2019 to presentfactForm ADV
← Cochran Family Partners, L.P.FirmLimited Partner
Jul 1, 2021 to presentfactForm ADV
← JDC Partners, LLCFirmGeneral Partner
Jul 1, 2021 to presentfactForm ADV

Dated events

23 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 20, 2026
Fund final close
Crestline Raises $625 Million for Second European Capital Solutions Fund
News and newswireobserved 6 days ago
$625M
Occurred
Mar 5, 2025
Firm news
John Timotheou Joins SummitTX Capital as Chief Technology Officer
The subject's own siteobserved 4 days ago
Occurred
Mar 5, 2025
Firm news
Crestline Summit Appoints Brian Peller as Chief Operating Officer
The subject's own siteobserved 4 days ago
Occurred
Apr 1, 2024
Person joined
William E Palmer joined Schedule A of Crestline Management, L.P. as Limited Partner
Form ADVobserved 7 days ago
Occurred
Jul 1, 2021
Person joined
Dawn Sheree Cochran joined Schedule A of Crestline Management, L.P. as Limited Partner
Form ADVobserved 7 days ago
Occurred
May 1, 2021
Person joined
David Bf Philipp joined Schedule A of Crestline Management, L.P. as Partner
Form ADVobserved 7 days ago
Occurred
Feb 28, 2020
Person left
Anne Marie Bratton (Trustee) no longer on Schedule A of Crestline Management, L.P.
Form ADVobserved 7 days ago
Occurred
Jan 1, 2020
Person joined
Frank Batton Jordan joined Schedule A of Crestline Management, L.P. as Partner
Form ADVobserved 7 days ago
Occurred
Jun 1, 2018
Person joined
Christopher J Semple joined Schedule A of Crestline Management, L.P. as Partner
Form ADVobserved 7 days ago
Occurred
Mar 1, 2017
Person joined
Paula Baty Roberts joined Schedule A of Crestline Management, L.P. as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
May 1, 2016
Person joined
Keith Frederick Williams joined Schedule A of Crestline Management, L.P. as Managing Director
Form ADVobserved 7 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Crestline Management, L.P. first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago
Occurred
Jan 1, 2012
Person joined
Camille Sassman joined Schedule A of Crestline Management, L.P. as Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Jul 1, 2005
Person joined
Edward Bass joined Schedule A of Crestline Management, L.P. as Limited Partner
Form ADVobserved 7 days ago

Show 23 bookkeeping events

Occurred
Aug 28, 2026
Crestline Management, L.P.: Private Equity Funds on Form ADV 6 (2024 extract) -> 2 (roster 2026-09-01)
Occurred
Feb 29, 2024
Crestline Praeter, L.P. - Fulcrum 2 first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund), GAV $399,787
Occurred
Mar 31, 2022
Fund 805-9730210225 no longer reported on Form ADV by Crestline Management, L.P.
Occurred
Mar 31, 2022
Fund 805-8672033957 no longer reported on Form ADV by Crestline Management, L.P.
Occurred
Aug 27, 2021
Crestline Praeter, L.P. - Harper first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund)
Occurred
May 28, 2021
Crestline Praeter, L.P. - Oranje first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund), GAV $19,480,000
Occurred
Mar 1, 2021
Crestline Praeter, L.P. - Fulcrum first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund), GAV $7,572,778
Occurred
Feb 28, 2020
Crestline Praeter, L.P. - Zoom first reported on Form ADV by Crestline Management, L.P. (Other Private Fund), GAV $8,080,000
Occurred
Mar 1, 2018
Fund 805-9734277453 no longer reported on Form ADV by Crestline Management, L.P.
Occurred
Mar 1, 2018
Fund 805-9551183643 no longer reported on Form ADV by Crestline Management, L.P.
Occurred
Mar 1, 2018
Fund 805-7998630915 no longer reported on Form ADV by Crestline Management, L.P.
Occurred
Aug 29, 2017
Crestline Horizon Dutch, L.P. first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund), GAV $44,050,000
Occurred
May 30, 2017
Crestline Horizon Fulcrum (can), L.P. first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund), GAV $57,483,206
Occurred
May 30, 2017
Crestline El Co-Investments, L.P. first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund), GAV $35,095,954
Occurred
Mar 31, 2017
White Oak Strategic Master Fund, L.P. first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund)
Occurred
Mar 31, 2017
White Oak Strategic II Srv, L.P. first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund)
Occurred
Mar 31, 2017
White Oak Opportunity Srv, L.P. first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund)
Occurred
Mar 1, 2017
C.L.- Ascent, L.P. first reported on Form ADV by Crestline Management, L.P. (Hedge Fund), GAV $91,600,100
Occurred
Apr 30, 2014
Trent River Offshore Limited - Class R1 first reported on Form ADV by Crestline Management, L.P. (Private Equity Fund), GAV $35,056,886
Occurred
Mar 31, 2014
Crestline Plus Trust (i) first reported on Form ADV by Crestline Management, L.P. (Hedge Fund), GAV $2,709,306
Occurred
Mar 31, 2014
Crestline Forty Fund, L.P. first reported on Form ADV by Crestline Management, L.P. (Hedge Fund)
Occurred
Apr 1, 2013
Crestline Enchantment Fund, LLC - Class B first reported on Form ADV by Crestline Management, L.P. (Hedge Fund), GAV $44,619,893
Occurred
Apr 1, 2013
Crestline Ak Permanent Fund, L.P. - Class B first reported on Form ADV by Crestline Management, L.P. (Hedge Fund), GAV $13,789,459

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Caroline Ann Cooley
Limited Partner · Revealable: 1 professional profile (firm website)
Jace Jackson
Managing Director, Global Head of Marketing and Business Development · Revealable: 1 professional profile (firm website)
Alex Didych
Managing Director, Chief Risk Officer · Revealable: 1 professional profile (firm website)
Courtney Posner
Managing Director, General Counsel & Chief Compliance Officer · Revealable: 1 professional profile (firm website)
Robert Bernstone
Managing Director, Head of Trading · Revealable: 1 professional profile (firm website)
Melinda Lilly
Managing Director, Chief Administrative Officer · Revealable: 1 professional profile (firm website)
John Timotheou
Managing Director, Chief Technology Officer · Revealable: 1 professional profile (firm website)
Josh Tyson
Head of Investment Analytics and Operations · Revealable: 1 professional profile (firm website)
Rizwan Sabar
Senior Portfolio Manager & Head of Zenith · Revealable: 1 professional profile (firm website)
Hiroshi Harada
Director, Head of Asia Business Development · Revealable: 1 professional profile (firm website)
Brian Peller
Managing Director, Chief Operating Officer · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): David Bf Philipp (Limited Partner), Douglas Kelvin Bratton (Trustee), John S. Cochran (Limited Partner), Jesus Humberto Payan (Limited Partner/Chief Legal Officer), Martin Coleman Bowen (Member), Camille Sassman (Chief Financial Officer), Edward Bass (Limited Partner), Paula Baty Roberts (Chief Compliance Officer), Keith Frederick Williams (Limited Partner/Co-Cio), Christopher J Semple (Limited Partner), Frank Batton Jordan (Limited Partner), Dawn Sheree Cochran (Limited Partner).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:3a5002d2-2f01-4851-bf1b-f3b74008df1e
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Crestline Management, L.P.

Private Equity

Fort Worth, TX

SummitTX employs a multi-strategy, multi-portfolio manager, equity-oriented market neutral approach.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:3a5002d2-2f01-4851-bf1b-f3b74008df1e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.