LOS ANGELES, CACRD 332598Latest ADV March 31, 2026
Linepoint Partners & Co. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $572M in regulatory assets under management, 8 employees, and 27 accounts.
Assets Under Management
$572M
Employees
8
Offices
--
Total Clients
34
Primary office
LOS ANGELES, CA
2121 AVENUE OF THE STARS, SUITE 2900, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 50.0% of total clients.
Top client categories% of clientsClients
1
Corporations
50.0%
17
2
HNWI
23.5%
8
3
Pooled Investment Vehicles
23.5%
8
4
Charitable
2.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$572Mas of March 31, 2026
Discretionary100.0%
$572M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$572M
Total Accounts27
10Y AUM Change+$572M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee4:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.