Stackline Partners LP (New York)

Name: Stackline Partners LP
Address: 120 West 45 Th St., New York, NY, 10036
Telephone: 212-332-8755

Stackline Partners LP is a large advisory firm based in New York. It manages $346.64 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018.

Stackline Partners 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.

Stackline Partners: assets under management

The assets under management (AUM) of Stackline Partners LP is $346.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 34% since the beginning of its operation, and $157.41 million of the total AUM is attributable to clients outside of the United States.

The firm manages $346.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.55 million each.

Stackline Partners has custody of $346.64 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stackline Partners 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 Stackline Partners serves?

The only and largest group of clients of Stackline Partners is pooled investment vehicles with 3 clients and $346.64 million of assets under management. Among the 9 most similar advisory firms, Stackline Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $346.64 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Stackline Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Stackline Partners LP

The company employs 8 people that are either part- or full-time employees. 75 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
Brian Michael Gootzeit	Limited partner/founder/portfolio manager	1 Jul 2017	75% - 100%	4015168
Stackline Partners Gp Llc	General partner	1 Jul 2017	Other	82-2208306
Andrew Joshua Frank	Limited partner/chief operating officer/general counsel/chief compliance officer	1 Jul 2017	Other	6178938
The Gootzeit Family 2017 Trust	Limited partner	1 Dec 2017	Other	xxx-xx-xxxx
Brian Michael Gootzeit	Trustee - the gootzeit family 2017 trust	1 Dec 2017	Other	4015168
Daniel Bryan Zamlong	Trustee - the gootzeit family 2017 trust	1 Dec 2017	Other	3276872

Based in New York

The principal office where Stackline Partners LP performs its advisory services is located at 120 West 45 Th St., New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-332-8755. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at stacklinepartners.com.