Overview
Assets Under Management: $567 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 19
Average Client Assets: $14 million
Frequently Asked Questions
LINEPOINT PARTNERS & CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332598), LINEPOINT PARTNERS & CO. is subject to fiduciary duty under federal law.
LINEPOINT PARTNERS & CO. is headquartered in LOS ANGELES, CA.
LINEPOINT PARTNERS & CO. serves 19 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, LINEPOINT PARTNERS & CO. offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LINEPOINT PARTNERS & CO. manages $567 million in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, LINEPOINT PARTNERS & CO. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.33
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 26
Discretionary Accounts: 26
Regulatory Filings
CRD Number: 332598
Filing ID: 2029136
Last Filing Date: 2025-11-20 17:01:59
Website: 0