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Woodline Partners

SEC-registered adviser since 2019San Francisco, CACRD 301480

$36.7B
AUM
6
Clients
See fees
Fee
48
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Woodline Partners is an investment adviser headquartered in San Francisco, California, and registered with the SEC since 2019. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. Woodline Partners Holdings LP owns 75% or more of Woodline Partners.

Clients

Woodline Partners serves 6 clients. The average client has about $6.11 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles6 clients100%
Show client breakdown
Pooled investment vehicles
Clients
6
Regulatory AUM
$36,655,346,441
Share
100.0%
Avg. per client
$6.11B

Total

Clients
6
Regulatory AUM
$36,655,346,441
Share
100%
Avg. per client
$6.11B

What it does

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

Woodline Partners advises 2 private funds.

100.0% of assets ($36.66B across 6 accounts) are managed with discretion. 66% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Woodline Partners has custody of client assets.

Managed account assets by custodian
  • All other custodians$36.66B100%

Ownership and leadership

Woodline Partners Holdings LP owns 75% or more of Woodline Partners.

Who owns the firm
Woodline Partners LP· the adviser

  • Woodline Partners Holdings LP

    Control person · since December 2024

    Owns 75% or more of Woodline Partners LP

Leadership

  • Christopher Todd
    Chief Financial Officer
  • Matthew Hooker
    Chief Operating Officer
  • Erin Mullen
    Chief Compliance Officer
  • Karl Kroeker
    Co-Chief Investment Officer
  • Michael Rockefeller
    Co-Chief Investment Officer

Staff

  • 102 employees
  • 48 in advisory functions

Reported holdings

Woodline Partners’ reported 13F holdings total $32.35B across 1,011 positions, and the ten largest make up 17.2% of it.

$32.35B
Reported 13F value
1,011
Positions
17.2%
In the 10 largest
+22.3%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Nvidia Corporation3.3%
  2. Apple Inc.2.9%
  3. Microsoft Corp.1.9%
  4. Amazon Com Inc.1.8%
  5. Meta Platforms Inc. · CL A1.4%
  6. Broadcom Inc.1.4%
  7. Alphabet Inc. · Cap Stk CL A1.2%
  8. Revolution Medicines Inc.1.2%
  9. Alphabet Inc. · Cap Stk CL C1.1%
  10. Micron Technology Inc.1.0%

Together, the ten largest are 17.2% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 14 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $32.35B is not its $36.66B in regulatory assets and does not represent any individual client's portfolio.

Fees

Woodline Partners is paid through a percentage of assets under management and performance-based fees.

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

Offices and registrations

Besides its headquarters, Woodline Partners has 3 offices, with 3 listed addresses across 3 states.

Listed office addresses by state

California · 1 listed address

  • Four Embarcadero Center, Suite 3450, San FranciscoHQ

Registration details

Legal name
Woodline Partners LP
Headquarters
Four Embarcadero Center, Suite 3450, San Francisco, CA 94111
Phone
415-801-4550
Website
www.woodlinepartners.com
SEC file
801-116904
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 Woodline Partners have?

Woodline Partners has 6 clients and manages $36.7 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Woodline Partners offer?

Woodline 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 Woodline Partners have?

Woodline Partners has 0 investment adviser representatives registered with state securities authorities, out of 102 employees, and 48 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 Woodline Partners?

Woodline Partners is owned through a holding company by Karl Kroeker and Michael Rockefeller. Its direct owner is Woodline Partners Holdings LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Woodline Partners get paid?

Woodline Partners 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

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 301480.
  3. Form 13F-HR, filed 14 August 2026 for the quarter ended 30 June 2026.

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 Woodline 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.