DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Arcline Investment Management LP
Latest filing Mar 31, 2026
First filing on the tape Dec 3, 2018 · 15 filings
SEC status approved since Jan 29, 2019
RAUM
$26B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
59
55 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
15
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$26B as of Mar 31, 2026
Mar 30, 2020$1.6B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 30, 2020$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20200 then
Employees (5.A)59 as of Mar 31, 2026
Mar 30, 202028 then
Private funds15 as of Mar 31, 2026
Mar 30, 20203 then
RAUM +43% over the last fiscal year+38% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.8BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +43%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $26B, 15 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$26B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 15reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $26B for 15 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Arcline Capital Partners III LP | Private Equity Fund | $3.5B | 55 | Mar 31, 2023 |
| Arcline Capital Partners LP | Private Equity Fund | $3.0B | 51 | May 24, 2019 |
| Arcline Capital Partners II LP | Private Equity Fund | $2.5B | 44 | Mar 30, 2021 |
| Arcline Capital Partners III-A LP | Private Equity Fund | $1.9B | 37 | Mar 31, 2023 |
| Arcline Capital Partners II-A LP | Private Equity Fund | $1.6B | 38 | Mar 30, 2021 |
| Arcline Capital Partners A LP | Private Equity Fund | $1.2B | 18 | May 24, 2019 |
| Arcline Capital Partners II Executive LP | Private Equity Fund | $77.8M | 34 | Mar 30, 2022 |
| Arcline Capital Partners III Executive LP | Private Equity Fund | $52.9M | 19 | Mar 31, 2023 |
| Arcline Capital Partners Associates LP | Private Equity Fund | $4.7M | 7 | Mar 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- Joseph Rajeev Amara · Chief Executive Officer, Limited Partnercontrolsince 08/2018 · owns 50% to 75%
- Gilbert John Efird · Chief Financial Officer And Limited Partnercontrolsince 10/2018 · owns less than 5%
- Cunnings Robert Nelson · General Counsel And Chief Compliance Officercontrolsince 05/2020 · owns less than 5%
- [Nmn] Shyam Ravindran · President, Limited Partnercontrolsince 09/2018 · owns 25% to 50%
- Joseph Rajeev Amara · Managing Membercontrolsince 08/2018 · owns 75% or more of Arcline Holdings LLC
Entity owners
- Arcline Holdings LLC · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Arcline Capital Partners Gp LPbankpooled vehicle sponsorn
- Arcline Capital Partners II Gp LPbankpooled vehicle sponsorn
- Arcline Capital Partners III Gp LPbankpooled vehicle sponsorn
- Law Office Of Robert C. Nelson, P.C.n
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA27 employees
- New York, NY9 employees
What changed
consecutive filings, newest first
- Accounts · 13 to 15Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 50 to 55Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 13 to 15Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $18B to $26BMar 28, 2025 to Mar 31, 2026
- Employees · 50 to 59Mar 28, 2025 to Mar 31, 2026
- Private funds · 13 to 15Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $18B to $26BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $18B to $26BMar 28, 2025 to Mar 31, 2026
- RAUM · $18B to $26BMar 28, 2025 to Mar 31, 2026
- Accounts · 9 to 13Jan 30, 2025 to Mar 28, 2025
- Advisory employees · 48 to 50Jan 30, 2025 to Mar 28, 2025
- Pooled vehicle clients · 9 to 13Jan 30, 2025 to Mar 28, 2025
- Assets in custody · $14B to $18BJan 30, 2025 to Mar 28, 2025
- Employees · 48 to 50Jan 30, 2025 to Mar 28, 2025
- Financial planning clients · unset to Jan 30, 2025 to Mar 28, 2025
- Private funds · 9 to 13Jan 30, 2025 to Mar 28, 2025
- Discretionary RAUM · $14B to $18BJan 30, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $14B to $18BJan 30, 2025 to Mar 28, 2025
- RAUM · $14B to $18BJan 30, 2025 to Mar 28, 2025
- Advisory employees · 46 to 48Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $10B to $14BMar 31, 2023 to Mar 29, 2024
- Employees · 46 to 48Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $10B to $14BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $10B to $14BMar 31, 2023 to Mar 29, 2024
- RAUM · $10B to $14BMar 31, 2023 to Mar 29, 2024
- Accounts · 6 to 9Jun 7, 2022 to Mar 31, 2023
- Advisory employees · 40 to 46Jun 7, 2022 to Mar 31, 2023
- Pooled vehicle clients · 6 to 9Jun 7, 2022 to Mar 31, 2023
- Assets in custody · $6.0B to $10BJun 7, 2022 to Mar 31, 2023
- Employees · 40 to 46Jun 7, 2022 to Mar 31, 2023
- Private funds · 6 to 9Jun 7, 2022 to Mar 31, 2023
- Discretionary RAUM · $6.0B to $10BJun 7, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $6.0B to $10BJun 7, 2022 to Mar 31, 2023
- RAUM · $6.0B to $10BJun 7, 2022 to Mar 31, 2023
- Accounts · 5 to 6Jan 10, 2022 to Mar 30, 2022
- Advisory employees · 34 to 40Jan 10, 2022 to Mar 30, 2022
- Pooled vehicle clients · 5 to 6Jan 10, 2022 to Mar 30, 2022
- Assets in custody · $1.9B to $6.0BJan 10, 2022 to Mar 30, 2022
- Employees · 34 to 40Jan 10, 2022 to Mar 30, 2022
- Private funds · 5 to 6Jan 10, 2022 to Mar 30, 2022
Signals
7 dated events
- Arcline Investment Management Lp reported RAUM $26.5B, up 43% from $18.4B (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Arcline Investment Management Lp reported RAUM $18.4B, up 32% from $14.0B (2025-01-30 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Arcline Investment Management Lp reported RAUM $14.0B, up 39% from $10.0B (2023-03-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Arcline Investment Management Lp reported RAUM $10.0B, up 68% from $6.0B (2022-06-07 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Arcline Investment Management Lp reported RAUM $6.0B, up 208% from $1.9B (2022-01-10 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Cunnings Robert Nelson (General Counsel And Chief Compliance Officer) appeared on Schedule A of Arcline Investment Management LpMay 21, 2020 · Control person joined · fact
- Arcline Industrial Technologies filed its initial SEC registration (Form ADV)Dec 3, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Arcline Investment Management LP · Independent Sponsorsshared crd · capital_provider
- Arcline Investment Management LP · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/arcline-investment-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- arcline.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (615) 270-5870reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026