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Crestline Investors

Venture debtoperating company · company profile

Fort Worth · Growth–Late Stage · 2 people tracked

Also known as CRESTLINE MANAGEMENT, L.P.

Find your way into Crestline Investors

310 people in our graph share verified history with the Crestline Investors team — schools, employers, funds. One of them is your warm intro.

Anya Rajaniunlockedknows Eleanor Herdman · together at UCL (overlapped)
×3knows the team · via The University of Edinburgh
×6knows the team · via Loughborough University
knows the team · via Columbia Lake Partners
knows the team · via PA Consulting
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Investment thesis

Crestline provides flexible capital solutions across the credit and structured-finance spectrum, ranging from senior debt to structured equity, targeting underserved or capital-constrained middle-market and lower-middle-market companies. Its offerings include senior secured, unitranche and second-lien lending, bespoke NAV finance for mature PE funds and other capital pools, real estate lending, specialty finance programs, and tailored private credit, equity or hybrid structures for European middle-market companies. The firm also offers beta overlay and hedging solutions and, through CL Life, annuity products designed to protect capital. Crestline serves sophisticated institutions, family offices and high-net-worth individuals across North America, Europe and Asia seeking alternative investments delivering sustainable income and continuity across market cycles.

Source: firm website, verified Sep 15, 2026.

Stage
Growth–Late Stage
HQ
Fort Worth, US
Instruments
Debt
Founded
1997
AUM
$22.5B
Tracked investments
4

Team · 2 people

from curated

What they invest in

from 4 of 4 portfolio companies

Healthtech ×2Digital Health ×1Energy ×1Fintech ×1InsurTech ×1

HQs:United States×4

Investments · 4 tracked

founders shown can be your intro path
CL Lifecllife.comin

CL Life offers annuity products designed to provide stable income and interest rate guarantees for retirement planning.

FintechInsurTechFort Worth, US

Upperline Healthupperlinehealth.cominApr 2018 · $58.4M

Upperline Health operates a multispecialty medical practice network offering podiatry, endocrinology, and primary care clinics across the United States, using a value-based, whole-person care model.

Digital HealthHealthtechNashville, US

David Thorpe(Founder & Chief Executive Officer)inStephen Nash(Executive Officer)inChristiana Beveridge, MD(President & Chief Medical Officer, Upperline Plus)Jenn Booker(Population Health Officer, Upperline Health)inMichael King, DPM(Chief Medical Officer, Podiatry, Upperline Health)in

BoardMike Lester(Director)

Co-investorsSilversmith Capital Partners

Urgent Teamurgentteam.comin

Urgent Team operates urgent care and family care clinics, running 80 locations under eight brands across five states in the Southeastern United States.

Healthtech

Tom Dent(Founder)in

Co-investorsSV Health Investors

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Meritum Energy Holdings

Fund performance · per public LP disclosures · 5

as of Sep 2025
FundVintageCommittedNet IRRTVPIDPI
Crestline Opportunity Fund V Onshore T/STE, L.P.LPs: New York City Board of Education Retirement System202313.6%1.24x0.17x
Crestline Portfolio Financing Fund, L.P.LPs: San Bernardino County Employees Retirement Association20188.7%1.38x
CRESTLINE OPP FUND V ONSHORELPs: New York City Board of Education Retirement System1.11x
Prt FinLPs: San Bernardino County Employees Retirement Association10.4%
Prt Fin IILPs: San Bernardino County Employees Retirement Association11.4%

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

What stage does Crestline Investors invest at?
Crestline Investors invests at the Growth, Late Stage stages.
What sectors does Crestline Investors focus on?
Crestline Investors focuses on AI & Machine Learning, Data & Infrastructure, Energy, Fintech, PropTech.
Where is Crestline Investors located?
Crestline Investors is headquartered in Fort Worth, US.

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