AUMdb

Paceline Equity Partners, Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 307683 · SEC file 801-121722 · Dallas, TX · pacelineequity.com
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$2.4B
Discretionary
$2.4B
Clients
10
Avg AUM / client
$243M
Accounts
10
Employees
40

AUM over time

$463M $2.4B
Jun 9, 2021 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 10 $2.4B 100.0%

Private funds (9)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.9B combined gross assets

FundTypeDomicileGross assetsOwners
Starboard Holding Company, Llc Private Equity Fund Delaware $454M 31
Redwing Holding Company, Llc Private Equity Fund Delaware $351M 13
Paceline Equity Partners Opportunity Fund Ii (Cayman), L.P. Private Equity Fund Cayman Islands $285M 12
Paceline Equity Partners Opportunity Fund I (Cayman), L.P. Private Equity Fund Cayman Islands $269M 12
Paceline Equity Partners Opportunity Fund I, L.P. Private Equity Fund Delaware $222M 30
Paceline Equity Partners Opportunity Fund Ii, L.P. Private Equity Fund Delaware $167M 30
Paceline Specialty Lending Company Ii, Llc Private Equity Fund Delaware $101M 13
Paceline Co Investment Holdings (Cayman), L.P. Private Equity Fund Cayman Islands $39.9M 4
Paceline Co Investment Holdings, L.P. Private Equity Fund Delaware $9.8M 1

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Loughlin, Samuel, David Chief Executive Officer Jun 2018 (8y) 50% – 75% of Paceline Equity Partners Holdings Gp, Llc (indirect)
O'grady, Tara, Nmn Chief Financial Officer Jun 2018 (8y) Less than 5%
Sansone, Leigh, Pamela Chief Investment Officer Jun 2018 (8y) 50% – 75% of Paceline Equity Partners Holdings Gp, Llc (indirect)
Volluz, Kyle, Scott Chief Compliance Officer, General Counsel Jul 2018 (8y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Paceline Equity Partners Holdings, L.P. Managing Member Sep 2018 A 75% or more
Reed Investment Partners Lp Managing Member May 2018 B ≈ 14.06% – 50% via Gradus Capital, Llc
Salican Capital, Llc Limited Partner Sep 2018 B ≈ 18.75% – 50% via Paceline Equity Partners Holdings, L.P.
Gradus Capital, Llc Limited Partner Sep 2018 B ≈ 18.75% – 50% via Paceline Equity Partners Holdings, L.P.
Paceline Equity Partners Holdings Gp, Llc General Partner Sep 2018 B GP / trustee / elected manager of Paceline Equity Partners Holdings, L.P. (indirect)
Reed Investment Gp Llc General Partner Apr 2013 B GP / trustee / elected manager of Reed Investment Partners Lp (indirect)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Reed Investment Partners Lp: 75% – 100% of Gradus Capital, Llc × 25% – 50% of Paceline Equity Partners Holdings, L.P. × 75% – 100% direct ≈ 14.06% – 50% of the firm
  • Salican Capital, Llc: 25% – 50% of Paceline Equity Partners Holdings, L.P. × 75% – 100% direct ≈ 18.75% – 50% of the firm
  • Gradus Capital, Llc: 25% – 50% of Paceline Equity Partners Holdings, L.P. × 75% – 100% direct ≈ 18.75% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (9, $1.9B gross assets)

FundTypeGross assetsMin. investmentOwners
Starboard Holding Company, Llc Private Equity Fund $454M $0 31
Redwing Holding Company, Llc Private Equity Fund $351M $0 13
Paceline Equity Partners Opportunity Fund Ii (Cayman), L.P. Private Equity Fund $285M $250K 12
Paceline Equity Partners Opportunity Fund I (Cayman), L.P. Private Equity Fund $269M $2.0M 12
Paceline Equity Partners Opportunity Fund I, L.P. Private Equity Fund $222M $200K 30
Paceline Equity Partners Opportunity Fund Ii, L.P. Private Equity Fund $167M $250K 30
Paceline Specialty Lending Company Ii, Llc Private Equity Fund $101M $0 13
Paceline Co Investment Holdings (Cayman), L.P. Private Equity Fund $39.9M $0 4
Paceline Co Investment Holdings, L.P. Private Equity Fund $9.8M $0 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 3.17 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees
  • Other fees
  • SEE SCHEDULE D - MISCELLANEOUS

Services

  • Portfolio management for pooled investment vehicles
  • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗