Asset ManagerRIA · CRD 301480SEC-RegisteredPrivate Fund Adviser

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Woodline Partners

Woodline Partners is an SEC-registered investment adviser in San Francisco, CA, registered since 2019. The firm manages $36.7 billion in regulatory assets.

Woodline Partners

Woodline Partners is an SEC-registered investment adviser in San Francisco, CA, registered since 2019. The firm manages $36.7 billion in regulatory assets. It has 102 employees and 48 investment advisers.

General information

Firm type

Asset Manager

Year founded

2019

AUM

$22B (per the firm, April 2026)

Location

Region

Europe

Country

United States

City

San Francisco

Corporate office

San Francisco, California, United States

Additional offices

Copenhagen, Denmark · Pasadena, California, United States · London, United Kingdom · Boston, Massachusetts, United States · New York, New York, United States · Charlottesville, Virginia, United States · Menlo Park, California, United States

Principals

Mike Rockefeller

Co-Chief Investment Officer

Neetu Dhaliwal

Portfolio Manager

Sector focus

ConsumerEnergy Transition & RenewablesFinancialsHealthcareIndustrialsTechnologyTelecom, Media & Internet

Frequently asked questions

Who runs investment decisions at Woodline Partners?

The firm publicly names Mike Rockefeller as co-chief investment officer and Neetu Dhaliwal as a portfolio manager. Woodline emphasizes a tenured team of global industry specialists rather than a single star manager, suggesting a collaborative investment-committee model anchored by sector heads.

What is Woodline's approach to sourcing investment ideas?

Woodline structures its research process around direct corporate relationships, aiming to extract company-specific insights that it believes drive long-term competitiveness. The firm organizes its 100-plus investment professionals into dedicated sub-industry verticals, giving each analyst the mandate to build a proprietary information edge within a narrow coverage universe.

Is Woodline Partners a growth-equity firm or a public-markets investor?

Woodline implements a fundamental equity investment strategy, and its disclosed sector taxonomy — ranging from biotechnology and semiconductors to midstream energy and real estate investment trusts — aligns with a long-short or long-only public-equities mandate. It has not disclosed any private-company investment activity.

What is the difference between the Woodline and Spire funds?

The firm's April 2026 AUM disclosure specifies that the $22 billion figure includes both Woodline and Spire funds, but the firm has not publicly described the mandate, fee structure, or investor base for each vehicle. Spire may represent a separate share class, a co-investment vehicle, or a distinct strategy.

Which sectors does Woodline Partners typically avoid?

Woodline's published sector taxonomy covers over 35 sub-industries across consumer, energy, financials, healthcare, industrials, technology, and telecom, leaving few obvious gaps. If there are areas the firm explicitly excludes, it has not stated them publicly.

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