About Crestline
Crestline is a Financial Services company based in Fort Worth (United States) founded in 1997, and was acquired by Rithm Capital in September 2025. Investment management services are provided by Crestline since 1997. Crestline has raised $40 million across 1 funding round from investors including Rithm Capital. The company has 128 employees. Crestline has completed 2 acquisitions, including CL Life and Icepower Audio. Its website crestlineinvestors.com draws about 10 thousand monthly visits. Crestline offers products and services including Opportunistic Investing, Direct Lending, and Fund Liquidity Solutions. Its focus areas include Asset Management and Diversified. Its legal entity is Crestline Investors, Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Fort Worth, United States
- Employees 128
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website crestlineinvestors.com
- Social LinkedIn
- Acquired by Rithm Capital (Sep 2025)
- Legal Name Crestline Investors, Inc.
- Total Equity Funding$40M (USD)
in 1 rounds
- Latest Funding Round$40M (USD), Series A
Apr 2007
- Investors
- Employee Count128
- Investments & AcquisitionsCL Life
& 1 more
- Acquired byRithm Capital
(Sep 2025)
Products & Services of Crestline
Crestline offers a comprehensive portfolio of products and services, including Opportunistic Investing, Direct Lending, and Fund Liquidity Solutions.
Provides capital to underserved middle-market companies
Offers senior debt to lower-middle market businesses
Delivers financing for private equity funds
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.
- Total Funding $40M
- Total Rounds 1
- Last Round Series A — $40M
- First Round $40M
(Apr 2007)
All 1 funding rounds of Crestline with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2007 | $40M | Series A | – | – | – |
1 investors in total: 1 institutional.
Investors in Crestline
Crestline has secured backing from 1 investor. Prominent investors backing the company include Rithm Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Rithm Capital is engaged in asset management and investment services. | 2013 | rithmcap.com |
Investor details for Crestline
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People of Crestline
36 people are tracked at Crestline (28 in leadership, 8 in team); the tracked headcount is 128.
| Name | Role | Group |
|---|---|---|
Shaun McGowan | Deputy CCO - Head Of Crestline Summit Legal & Compliance | Leadership |
Ashley McCoy | Director | Leadership |
Michelle Pine | Director Of Fund Accounting | Leadership |
Steven List | Senior Managing Director | Leadership |
Luciana Mendes | Vice President, Opportunistic Credit Product Specialist | Leadership |
John Cochran | Partner & COO | Leadership |
Keith Williams | Managing Partner, Credit Strategies | Leadership |
Frank Jordan | Partner, Head of Client Partnership Group | Leadership |
Rick Hodgdon | President & Head of Insurance Business | Leadership |
Robert Bernstone | Head of Trading & Portfolio Manager | Leadership |
Josh Tyson | Director & Head of Research, Summit | Leadership |
Jace Jackson | Director | Leadership |
Bryan Fischer | Managing Director - Fund Liquidity Solutions | Leadership |
Jake Friemel | Managing Director | Leadership |
Matthieu Bonfils | Director | Leadership |
Douglas Bratton | Founding Partner, CEO & Co-CIO | Leadership |
Michael Blewitt | Managing Director & Head of Human Resources & Public Relations | Leadership |
Chris Semple | Partner, US Credit | Leadership |
Camille Sassman | CFO | Leadership |
Paula Roberts | Managing Director, Chief Compliance Officer | Leadership |
16 more people are available in the full profile.
Complete people profiles for Crestline
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Audio solutions are supplied to brands in the audio industry. | icepoweraudio.com | Soborg, Denmark | 1999 | Oct 2023 | •••• | |
Retirement and tax planning services are provided with financial support. | cllife.com | Fort Worth, United States | 1978 | Aug 2022 | •••• |
Complete acquisition details for Crestline
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Timeline of Crestline
5 dated milestones of Crestline across 28 years, from founding to its latest funding, stage changes and deals.
- Founded Crestline is founded.
- Funding First funding round of $40.0M.
- Acquisition Acquires CL Life.
- Acquisition Acquires Icepower Audio.
- Exit Acquired by Rithm Capital.
Competitors of Crestline
Crestline has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Crestline
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- Full competitor set
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Web traffic of Crestline
The website of Crestline (crestlineinvestors.com) receives about 10.3K visits a month.
- Monthly visits10.3K
▼ 17.7% vs previous month
Websites whose visitors overlap most with Crestline. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| nxtcapital.com | 100% | 3.9K | #4,756,171 | View details | |
| northleafcapital.com | 100% | 15.6K | #1,378,204 | View details | |
| antares.com | 98% | 31.7K | #938,019 | View details | |
| benefitstreetpartners.com | 97% | 9.4K | #2,306,339 | View details | |
| crescentcap.com | 96% | 11.6K | #2,254,510 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 17 similar websites and full traffic analytics for Crestline
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- 17 similar websites
- Audience overlap
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- Traffic by brand
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Top companies in Asset Management
3 companies that operate in the same segment as Crestline (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about 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. The company's 1st funding round was a Series A of $40M, raised on Apr 2007.
Crestline has 128 employees.
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, Northwestern Mutual and Morgan Stanley.
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.
Crestline operates through Crestline Investors, Inc..
Yes. Crestline was acquired by Rithm Capital in September 2025.