# Lineage Point Capital LP

> Lineage Point Capital LP is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 338216
- Filed as: LINEAGE POINT CAPITAL LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338216
- AdvisorCensus page: https://advisorcensus.com/firm/lineage-point-capital-lp-338216

## Quick answers

**How is Lineage Point Capital LP compensated?**
On its Form ADV (Item 5.E, October 2026), Lineage Point Capital LP reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lineage Point Capital LP registered with the SEC or a state?**
Lineage Point Capital LP is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338216.

**How much does Lineage Point Capital LP manage?**
Lineage Point Capital LP reports $294,692,000 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does Lineage Point Capital LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Lineage Point Capital LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338216

**What changed in Lineage Point Capital LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $190,314,000 to $294,692,000 (+55%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $294,692,000
- Discretionary: $294,692,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $294,692,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lineagepointcapital.com

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $190,314,000 to $294,692,000 (+55%).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lineage Point Capital LP (CRD 338216): Form ADV filing data as of October 2026.