LINEPOINT PARTNERS & CO.

RIASEC RegisteredEst. 2024

Total AUM

$572M

Discretionary

$572M

100% of AUM

Avg account

$21.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 332598
Registered since: September 13, 2024
Website: www.linepointpartners.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses48.17%
HNWI30.4%
Pooled Investment Vehicles12.46%
Charitable Organizations8.97%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Linepoint Partners & Co. is an independent registered investment adviser and multifunctional fund manager that combines adviser responsibilities with sponsor/GP activity in pooled vehicles. The firm is structured as an LLC, is identified as a capital allocator, and was SEC-registered in 2024. Its business model spans hedge fund and private equity management while maintaining RIA advisory services to both individuals/families and institutions. The firm charges a mix of percentage-of-AUM and performance-based fees and provides discretionary portfolio management across multiple client types: individuals and small businesses, pooled investment vehicles, and institutional/business clients. It also engages in selection of third‑party advisers. Linepoint Partners & Co. does not identify as an active ESG investor and is not a multi-state adviser.