Crestline

Fort Worth, United States Founded: 1997 • Age: 29 yrs Acquired By Rithm Capital
Investment management services are provided by Crestline since 1997.
Annual revenue - Latest available
Total funding $40.0M 1 rounds
Employees 128 Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 11 Brand Intelligence

About Crestline

Crestline is a company based in Fort Worth (United States) founded in 1997 was acquired by Rithm Capital in September 2025. Crestline has raised $40 million across 1 funding round from investors including Rithm Capital. The company has 128 employees as of December 31, 2020. Crestline has completed 2 acquisitions, including CL Life and Icepower Audio. Crestline offers products and services including Opportunistic Investing, Direct Lending, and Fund Liquidity Solutions. Crestline operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

  • Headquarter Fort Worth, United States
  • Employees 128 as on 31 Dec, 2020
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Crestline Investors, Inc.
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $40 M (USD)

    in 1 rounds

  • Latest Funding Round
    $40 M (USD), Series A

    Apr 01, 2007

  • Investors
  • Employee Count
    128

    as on Dec 31, 2020

  • Investments & Acquisitions
    CL Life

    & 1 more

  • Acquired by
    Rithm Capital

    (Sep 04, 2025)

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Products & Services of Crestline

Crestline offers a comprehensive portfolio of products and services, including Opportunistic Investing, Direct Lending, and Fund Liquidity Solutions.

Product name locked
Category locked
Primary

Provides capital to underserved middle-market companies

Product name locked
Category locked
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Offers senior debt to lower-middle market businesses

Product name locked
Category locked
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Delivers financing for private equity funds

People of Crestline

Headcount 50-200
Employee Profiles 37
Employee Profiles
People
Shaun McGowan
Deputy CCO - Head Of Crestline Summit Legal & Compliance
People
Ashley McCoy
Director
People
Michelle Pine
Director Of Fund Accounting
People
Steven List
Senior Managing Director

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Funding Insights of Crestline

Crestline has successfully raised a total of $40M through 1 strategic funding round. The most recent funding activity was a Series A round of $40 million completed in April 2007. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Crestline

Crestline has secured backing from 1 investor. Prominent investors backing the company include Rithm Capital.

All
Investor Description Founded Year Domain Location
Rithm Capital is engaged in asset management and investment services.
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Investor details for Crestline

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  • Investor domains
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Investments & Acquisitions by Crestline

Crestline has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include CL Life and Icepower Audio.

Investments
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Investment portfolio details for Crestline

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Audio solutions are supplied to brands in the audio industry.
Locked Locked 1999 Locked
Retirement and tax planning services are provided with financial support.
Locked Locked 1978 Locked
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Complete acquisition details for Crestline

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Financial Statements - Crestline

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Detailed financials for Crestline

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Crestline Comparisons

Crestline Primary company
Description
Investment management services are provided by Crestline sin...
Location
Fort Worth, United States
Founded Year
1997
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
128
As of 2020
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Peer comparison for Crestline

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of Crestline

Crestline operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
Locked Locked Locked
Wealth management solutions are delivered for asset managers.
Locked Locked Locked
Northwestern Mutual is engaged in financial planning and insurance services.
Locked Locked Locked
Mutual life insurance and asset management services are provided.
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Detailed competitors of Crestline

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Latest news on Crestline

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Complete news archive for Crestline

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Frequently Asked Questions about Crestline

Crestline was founded in 1997 and raised its 1st funding round 10 years after it was founded.

Crestline is headquartered in Fort Worth, United States. It is registered at Fort Worth, Texas, United States.

Crestline is a funded company, having raised a total of $40M across 1 funding round to date.

As of Dec 31, 2020, the latest employee count at Crestline is 128.

Crestline was founded in 1997 as an investment management firm based in Fort Worth, United States. Operations are centered on managing alternative investments and credit strategies for institutional clients. Services include portfolio management and advisory support within the financial sector. The firm maintains its online presence through crestlineinvestors.com, serving a range of investors across various asset classes.

Crestline's top competitors include Fidelity Investments, Investec and Guggenheim Partners.

Crestline offers Opportunistic Investing, Direct Lending, and Fund Liquidity Solutions.

Crestline has made 2 acquisitions, including CL Life, and Icepower Audio.

Crestline has 1 investor. Key investors include Rithm Capital.

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