{ "crd_number": 283800, "slug": "longpoint-partners-lp-boston-ma-283800", "primary_business_name": "LONGPOINT PARTNERS LP", "legal_name": "LONGPOINT PARTNERS LP", "dbas": [ "LONGPOINT REALTY PARTNERS LP" ], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-10-04", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 5707846611.0, "raum_discretionary": 4754337954.0, "raum_non_discretionary": 953508657.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 35, "advisory_employees": 28, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 953508657.0, "count": 2, "description": "SEPARATELY MANAGED ACCOUNT", "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 4754337954.0, "count": 9 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [], "websites": [ "https://linkedin.com/company/longpoint-lp", "https://longpoint.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283800", "disclosure_items": [ { "item": "11.C(2)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?" }, { "item": "11.C(5)", "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?" } ], "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/longpoint-partners-lp-boston-ma-283800", "display_name": "Longpoint Partners LP", "summary": "Longpoint Partners LP is an SEC-registered investment advisory firm in Boston, MA, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Longpoint Partners LP (CRD 283800): 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", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Longpoint Partners LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Longpoint Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other." }, { "q": "Where is Longpoint Partners LP located?", "a": "Longpoint Partners LP's principal office is in Boston, MA, according to its Form ADV." }, { "q": "Is Longpoint Partners LP registered with the SEC or a state?", "a": "Longpoint Partners LP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283800." }, { "q": "How much does Longpoint Partners LP manage?", "a": "Longpoint Partners LP reports $5,707,846,611 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (83% discretionary)." }, { "q": "How have Longpoint Partners LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Longpoint Partners LP: Regulatory assets under management: $1,458,645,969 in the October 2021 data and $5,707,846,611 in the October 2026 data, up 291%. Total employees: 13 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Longpoint Partners LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9); other (2)." }, { "q": "Does Longpoint Partners LP report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283800" }, { "q": "Does Longpoint Partners LP state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"The minimum Fund commitment for a Limited Partner is generally $5,000,000; however, the Advisor maintains discretion to accept less than the minimum investment threshold.\"" }, { "q": "What changed in Longpoint Partners LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 26 to 28. Regulatory assets under management went from $4,788,098,520 to $5,707,846,611 (+19%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1458645969.0, "total_employees": 13, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2185910610.0, "total_employees": 20, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2890397311.0, "total_employees": 23, "filing_date": "2023-03-29" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3909048067.0, "total_employees": 27, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4788098520.0, "total_employees": 32, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5707846611.0, "total_employees": 35, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 26 to 28.", "Regulatory assets under management went from $4,788,098,520 to $5,707,846,611 (+19%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$5,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "The minimum Fund commitment for a Limited Partner is generally $5,000,000; however, the Advisor maintains discretion to accept less than the minimum investment threshold." ] } ], "quotes": [ "The minimum Fund commitment for a Limited Partner is generally $5,000,000; however, the Advisor maintains discretion to accept less than the minimum investment threshold." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/longpoint-partners-lp-boston-ma-283800.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 9, "fewer_than_5": false, "raum": 4754337954.0 }, { "type": "other", "label": "Other", "count": 2, "fewer_than_5": true, "raum": 953508657.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "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/283800", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }