Arcline Investment Management LP (San Francisco)

Name: Arcline Investment Management LP
Address: Four Embarcadero Center, San Francisco, CA, 94111 4106
Telephone: (415) 801-4570

Arcline Investment Management LP is a large advisory firm based in San Francisco. It manages $1.53 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and New York.

Arcline Investment Management 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.

Arcline Investment Management: assets under management

The assets under management (AUM) of Arcline Investment Management LP is $1.53 billion, all of which is managed in discretionary accounts. $1.53 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.53 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $765.04 million each.

Arcline Investment Management has custody of $1.53 billion in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arcline Investment Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Arcline Investment Management serves?

The only and largest group of clients of Arcline Investment Management is pooled investment vehicles with 2 clients and $1.53 billion of assets under management. Among the 11 most similar advisory firms, Arcline Investment Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.53 billion for 2 clients. 100% of the firm’s clients are foreign persons or businesses.

Arcline Investment Management also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Arcline Investment Management LP

The company employs 18 people that are either part- or full-time employees. 100 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
Arcline Holdings Llc	General partner	1 Aug 2018	Other	83-1699058
Rajeev Joseph Amara	Chief executive officer, limited partner	1 Aug 2018	50% - 75%	2750650
Shyam [Nmn] Ravindran	President, limited partner	1 Sep 2018	25% - 50%	7038802
John Gilbert Efird	Chief financial officer, chief compliance officer and limited partner	1 Oct 2018	Other	7038804

Based in San Francisco

The principal office where Arcline Investment Management LP performs its advisory services is located at Four Embarcadero Center, San Francisco, CA 94111 4106, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 801-4570. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at arcline.com.