# Linepoint Partners & Co.

> 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.

- CRD: 332598
- Filed as: LINEPOINT PARTNERS & CO.
- Legal name: Linepoint Partners & Co., LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332598
- AdvisorCensus page: https://advisorcensus.com/firm/linepoint-partners-and-co-los-angeles-ca-332598

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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

> LinePoint generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs Custody Solutions
- Northern Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $572,068,993
- Discretionary: $572,068,993
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 8 | $173,936,574 |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $71,260,325 |
| Charitable organizations | 1 | $51,297,513 |
| Corporations or other businesses not listed above | 17 | $275,574,581 |

### 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, NV, PA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- linepointpartners.com
- LinkedIn @linepoint

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 4 | September 12, 2024 |
| October 2025 | $567,302,304 | 7 | July 14, 2025 |
| October 2026 | $572,068,993 | 8 | March 31, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Linepoint Partners & Co. (CRD 332598): Form ADV filing data as of October 2026.