SourcingSourcing

KLINE HILL PARTNERS LP

C24
CRD 283283·SEC 801-110340·GREENWICH, CT
AUM
$11.71B
$1B+
Est. Revenue
$117.1M
@ 1% on AUM
Est. EBITDA
$35.1M
@ 30% margin
Est. Deal Value
$281.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KLINE HILL PARTNERS LP
CRD
283283
SEC file #
801-110340
EIN
—
DBA names
—

Economics

AUM
$11.71B
AUM band
$1B+
AUM trajectory
'20'26
$834.1M → $11.71B▲ +1304%
Client mix
Pooled Investment Vehicles36

Operations

Employees (total)
50
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'20'26
8 advisors → 32 advisors▲ +300%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
klinehill.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KHP NEW HOLDING LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
KHP NEW HOLDING LP
BEGO, MICHAEL, ANTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KLINEHILL.COM
Rdap Domain Creation Date
2015-04-14T11:09:08Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Raymond James122
Morgan Stanley49
Jpmorgan24
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-14T11:09:08Z
Rdap Domain Last Changed
2024-04-15T10:46:15Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (3)

3
BEGO, MICHAEL, ANTON
Direct Owner · 62.5%
6629126
BARLOW, JARED, RICHARD
Direct Owner · 37.5%
5026393
SWANN, ERIC, WILLIAM
Executive Officer · 2.5%
7250086