{"url":"https://nivawealth.com/firms/arcline-investment-management-299352","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299352","regulatoryAum":26464957791,"crd":"299352","secFileNumber":"801-114531","legalName":"Arcline Investment Management LP","displayName":"Arcline Investment Management","website":"https://arcline.com","linkedinUrl":"https://www.linkedin.com/company/arcline-investment-management/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"3803 Bedford Avenue, Suite No. 106","city":"Nashville","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37215-2564"},"tradeNames":[],"registration":{"secApproved":"29 January 2019","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":59,"advisory":55,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":26464957791,"discretionaryAccounts":15,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":20,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":15,"regulatoryAum":26464957791}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Arcline Investment Management has custody of $26.46B for 15 clients.","otherCustodians":[],"leadership":[{"name":"Rajeev Amara","title":"Chief Executive Officer","crd":"2750650"},{"name":"Shyam Ravindran","title":"President","crd":"7038802"},{"name":"John Efird","title":"Chief Financial Officer","crd":"7038804"},{"name":"Robert Nelson","title":"General Counsel and Chief Compliance Officer","crd":"7137906"}],"ownership":[{"label":"Arcline Im Holdings-A LP","detail":"Limited partner in the 50% to 75% ownership band and a control person, since July 2021."},{"label":"Arcline Im Holdings-B LP","detail":"Limited partner in the 25% to 50% ownership band and a control person, since July 2021."},{"label":"Rajeev Amara","detail":"Indirect owner: a managing member of Arcline Holdings, LLC in the 75% or more band and a control person, since August 2018. Also a limited partner of Arcline Im Holdings-A LP in the 75% or more band and a control person, since July 2021.","parent":"Arcline Holdings, LLC"},{"label":"Arcline Holdings, LLC","detail":"Indirect owner: general partner of Arcline Im Holdings-A LP and a control person, since July 2021. Also general partner of Arcline Im Holdings-B LP and a control person, since July 2021.","parent":"Arcline Im Holdings-A LP"},{"label":"Shyam Ravindran","detail":"Indirect owner: a limited partner of Arcline Im Holdings-B LP in the 75% or more band and a control person, since July 2021.","parent":"Arcline Im Holdings-B LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"Four Embarcadero Center","city":"San Francisco"}]},{"state":"New York","offices":1,"addresses":[{"street":"299 Park Ave","city":"New York"}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"3803 Bedford Avenue, Suite No. 106","city":"Nashville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"615-270-5870","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":15},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/299352/PDF/299352.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Arcline Investment Management have?","answer":"Arcline Investment Management has 15 clients and manages $26.5 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Arcline Investment Management offer?","answer":"Arcline Investment Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Arcline Investment Management have?","answer":"Arcline Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 59 employees, and 55 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Arcline Investment Management?","answer":"Arcline Investment Management is owned through a chain of holding companies by Rajeev Amara and Shyam Ravindran. Its direct owners are Arcline Im Holdings-A LP (50% to 75%) and Arcline Im Holdings-B LP (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Arcline Investment Management get paid?","answer":"Arcline Investment Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}