AdvisorCensus / Financial advisors / California / Los Angeles / Linepoint Partners & Co.
Linepoint Partners & Co.
Filed as LINEPOINT PARTNERS & CO. · Legal name Linepoint Partners & Co., LLC
Linepoint Partners & Co. is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Linepoint Partners & Co. compensated?
On its Form ADV (Item 5.E, October 2026), Linepoint Partners & Co. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Linepoint Partners & Co. charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Linepoint Partners & Co. located?
Linepoint Partners & Co.'s principal office is in Los Angeles, CA, according to its Form ADV.
Is Linepoint Partners & Co. registered with the SEC or a state?
Linepoint Partners & Co. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332598.
How much does Linepoint Partners & Co. manage?
Linepoint Partners & Co. reports $572,068,993 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Linepoint Partners & Co.'s assets and staff changed since 2024?
In the Form ADV data for Linepoint Partners & Co.: Regulatory assets under management: $567,302,304 in the October 2025 data and $572,068,993 in the October 2026 data, up 1%. Total employees: 4 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Linepoint Partners & Co. serve?
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (17); high net worth individuals (8); pooled investment vehicles (other than investment companies and business development companies) (8).
Which custodians does Linepoint Partners & Co. use?
Linepoint Partners & Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions and Northern Trust as custodians holding 10% or more of its separately managed account assets.
Does Linepoint Partners & Co. 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/332598
Does Linepoint Partners & Co. state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "LinePoint generally does not impose a minimum relationship size."
What changed in Linepoint Partners & Co.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Registered or notice-filed in NV.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Financial Advisors set their own advisory fees for their services, as long as the maximum advisory fees do not exceed 2.00% of the total portfolio assets committed to the IAR. Fees are negotiated on an individual basis
Account minimum: None
The brochure's wording
LinePoint generally does not impose a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$572,068,993 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Linepoint Partners & Co., LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 8. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $572,068,993 | 8 | March 31, 2026 |
| October 2025 | $567,302,304 | 7 | July 14, 2025 |
| October 2024 | Not reported | 4 | September 12, 2024 |
Regulatory assets under management: $567,302,304 in the October 2025 data and $572,068,993 in the October 2026 data, up 1%.
Total employees: 4 in October 2024 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 4 to 3.
- Registered or notice-filed in NV.
- February 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Linepoint Partners & Co. (CRD 332598): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/linepoint-partners-and-co-los-angeles-ca-332598