{
  "crd_number": 332598,
  "slug": "linepoint-partners-and-co-los-angeles-ca-332598",
  "primary_business_name": "LINEPOINT PARTNERS & CO.",
  "legal_name": "LINEPOINT PARTNERS & CO., LLC",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-09-13",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 572068993.0,
  "raum_discretionary": 572068993.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 51297513.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 173936574.0,
      "count": 8
    },
    "pooled_investment_vehicles": {
      "raum": 71260325.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 275574581.0,
      "count": 17
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE",
    "NV",
    "PA",
    "WV"
  ],
  "websites": [
    "https://linepointpartners.com",
    "https://linkedin.com/company/linepoint"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332598",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/linepoint-partners-and-co-los-angeles-ca-332598",
  "display_name": "Linepoint Partners & Co.",
  "summary": "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.",
  "citation": "AdvisorCensus. Linepoint Partners & Co. (CRD 332598): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Linepoint Partners & Co. compensated?",
      "a": "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."
    },
    {
      "q": "How much does Linepoint Partners & Co. charge?",
      "a": "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."
    },
    {
      "q": "Where is Linepoint Partners & Co. located?",
      "a": "Linepoint Partners & Co.'s principal office is in Los Angeles, CA, according to its Form ADV."
    },
    {
      "q": "Is Linepoint Partners & Co. registered with the SEC or a state?",
      "a": "Linepoint Partners & Co. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332598."
    },
    {
      "q": "How much does Linepoint Partners & Co. manage?",
      "a": "Linepoint Partners & Co. reports $572,068,993 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Linepoint Partners & Co.'s assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Linepoint Partners & Co. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Linepoint Partners & Co. use?",
      "a": "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."
    },
    {
      "q": "Does Linepoint Partners & Co. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Linepoint Partners & Co. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"LinePoint generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Linepoint Partners & Co.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Registered or notice-filed in NV."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 567302304.0,
      "total_employees": 7,
      "filing_date": "2025-07-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 572068993.0,
      "total_employees": 8,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Registered or notice-filed in NV."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "LinePoint generally does not impose a minimum relationship size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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",
      "LinePoint generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Goldman Sachs Custody Solutions",
      "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/linepoint-partners-and-co-los-angeles-ca-332598.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 8,
      "fewer_than_5": false,
      "raum": 173936574.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 71260325.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 51297513.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 17,
      "fewer_than_5": false,
      "raum": 275574581.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332598",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}