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Paula Roberts

Chief Compliance Officer at Crestline Management

Officer recordForm ADV filed 28 August 2026

Paula Roberts is Chief Compliance Officer of Crestline Management, L.P., a Fort Worth investment adviser.

Career

Paula Roberts has been Chief Compliance Officer of Crestline Management since March 2017. Paula Roberts is a control person of the firm and directly owns under 5% of it. Paula Roberts holds a B.A. in Economics from The University of Texas at Austin and a B.B.A. in Accounting, with honors from Texas Woman’s University.

Crestline Management, L.P. is a Fort Worth, TX firm with $22.5B under management, 131 clients and 113 advisers across 4 offices, as of its August 2026 filing.

Paula Roberts joined Crestline in 2005 and was named Chief Compliance Officer in 2017; she oversees the firm’s compliance program and leads its Compliance Committee.

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Paula Roberts is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Paula Roberts
CRD
2891163
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Paula Roberts work?

Paula Roberts has been Chief Compliance Officer of Crestline Management, L.P. since March 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 August 2026

Leadership at Crestline Management

Sources

  1. IAPD individual lookup, CRD 2891163. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Crestline Management, L.P., filed 28 August 2026. Title, control and ownership bands.
  3. Our Team | Crestline Investors. Biography, education.

Retrieved 17 October 2026. The SEC record may have been amended since.

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