{"url":"https://nivawealth.com/firms/kline-hill-partners-283283","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283283","regulatoryAum":11712882959,"crd":"283283","secFileNumber":"801-110340","legalName":"Kline Hill Partners LP","displayName":"Kline Hill Partners","website":"http://www.klinehill.com","linkedinUrl":"http://www.linkedin.com/company/kline-hill-partners-llc","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"325 Greenwich Avenue","city":"Greenwich","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06830"},"tradeNames":[],"registration":{"secApproved":"27 June 2017","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":50,"advisory":32,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":11712882959,"discretionaryAccounts":36,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":28,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":36,"regulatoryAum":11712882959}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Kline Hill Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Eric Swann","title":"Chief Operating Officer/Chief Compliance Officer","crd":"7250086"},{"name":"Jared Barlow","title":"Limited Partner","crd":"5026393"},{"name":"Michael Bego","title":"General Partner","crd":"6629126"}],"ownership":[{"label":"Michael Bego","detail":"General partner in the 50% to 75% ownership band and a control person, since September 2015. Also a member of Kline Hill Partners Aggregator LLC in the 75% or more band and a control person, since June 2025."},{"label":"Jared Barlow","detail":"Limited partner in the 25% to 50% ownership band and a control person, since September 2015."},{"label":"KHP New Holding LP","detail":"Limited partner in the 75% or more ownership band, since June 2025."},{"label":"Kline Hill Partners Aggregator LLC","detail":"Indirect owner: a limited partner of KHP New Holding LP in the 50% to 75% band, since June 2025.","parent":"KHP New Holding LP"},{"label":"Ta KHP Aggregator LP","detail":"Indirect owner: a limited partner of KHP New Holding LP in the 25% to 50% band, since June 2025.","parent":"KHP New Holding LP"},{"label":"Ta XV KHP Blocker Corp","detail":"Indirect owner: a limited partner of Ta KHP Aggregator LP in the 25% to 50% band, since June 2025.","parent":"Ta KHP Aggregator LP"},{"label":"Ta XV-A LP","detail":"Indirect owner: a limited partner of Ta KHP Aggregator LP in the 25% to 50% band, since June 2025.","parent":"Ta KHP Aggregator LP"},{"label":"Ta XV-B LP","detail":"Indirect owner: a limited partner of Ta XV KHP Blocker Corp in the 75% or more band, since June 2025.","parent":"Ta XV KHP Blocker Corp"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"325 Greenwich Avenue","city":"Greenwich","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-987-6120","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":36},"sources":{"adv1FilingDate":"7 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/283283/PDF/283283.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kline Hill Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kline Hill Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Kline Hill Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kline Hill Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kline Hill Partners get paid?","answer":"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","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."}