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Kline Hill Partners

SEC-registered adviser since 2017Greenwich, CTCRD 283283

36
Clients
32
Advisory staff

From Form ADV filed 7 July 2026 · data retrieved 15 October 2026SEC record

Kline Hill Partners is an investment adviser headquartered in Greenwich, Connecticut, and registered with the SEC since 2017. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management, fixed fees and performance-based fees. KHP New Holding LP owns 75% or more of Kline Hill Partners.

Clients

Kline Hill Partners serves 36 clients. The average client has about $325 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles36 clients100%
Show client breakdown
Pooled investment vehicles
Clients
36
Regulatory AUM
$11,712,882,959
Share
100.0%
Avg. per client
$325.4M

Total

Clients
36
Regulatory AUM
$11,712,882,959
Share
100%
Avg. per client
$325.4M

What it does

Kline Hill Partners provides portfolio management for pooled vehicles. It is paid through a percentage of assets, fixed fees and performance-based fees.

Kline Hill Partners advises 36 private funds.

100.0% of assets ($11.71B across 36 accounts) are managed with discretion. 28% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Kline Hill Partners has custody of client assets.

Managed account assets by custodian
  • All other custodians$11.71B100%

Ownership and leadership

KHP New Holding LP owns 75% or more of Kline Hill Partners.

Who owns the firm
Kline Hill Partners LP· the adviser
  • KHP New Holding LP

    since June 2025

    Owns 75% or more of Kline Hill Partners LP
  • Michael Bego

    Control person · since September 2015

    Owns 50% to 75% of Kline Hill Partners LP
  • Jared Barlow

    Control person · since September 2015

    Owns 25% to 50% of Kline Hill Partners LP

Leadership

  • Eric Swann
    Chief Operating Officer/Chief Compliance Officer
  • Jared Barlow
    Limited Partner
  • Michael Bego
    General Partner

Staff

  • 50 employees
  • 32 in advisory functions

Fees

Kline Hill Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.

Kline Hill Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Kline Hill Partners has 2 offices, with 1 listed address in 1 state.

Listed office addresses by state

Connecticut · 1 listed address

  • 325 Greenwich Avenue, GreenwichHQ

Registration details

Legal name
Kline Hill Partners LP
Headquarters
325 Greenwich Avenue, Greenwich, CT 06830
SEC file
801-110340
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Kline Hill Partners have?

Kline Hill Partners has 36 clients and manages $11.7 billion for them, as of July 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026

What services does Kline Hill Partners offer?

Kline Hill Partners provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Kline Hill Partners have?

Kline Hill Partners has 0 investment adviser representatives registered with state securities authorities, out of 50 employees, and 32 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

Who owns Kline Hill Partners?

Kline Hill Partners is owned through a chain of holding companies by Kline Hill Partners Aggregator LLC, Ta XV-A LP and Ta XV-B LP. Its direct owners are Michael Bego (50% to 75%), Jared Barlow (25% to 50%) and KHP New Holding LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026

How does Kline Hill Partners get paid?

Kline Hill Partners is paid through a percentage of assets under management, fixed fees 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

Sources

  1. Form ADV Part 1A, amendment filed 7 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 283283.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Kline Hill Partners LP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.