SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Linepoint Partners & Co.
Los Angeles, CA
Linepoint Partners & Co., LLC, CRD 332598
Firm filing updated March 31, 2026 ·
- $572.1MAssets
- 3Advisory staff
- 27Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Corporations or other businesses17
- High net worth individuals8
- Pooled vehicles8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 8 | $173.9 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $71.3 million |
| Charitable organizations | Fewer than 5 clients | $51.3 million |
| Corporations or other businesses not listed above | 17 | $275.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- 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
See all 4 services
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$572.1 million
- Accounts27
- DiscretionaryAll accounts
People
- Employees8
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Linepoint Partners & Co., LLC SEC-registered investment advisor. CRD 332598, SEC file 801-131043.
- Registered with the SEC as an investment advisor (status date on record: September 13, 2024).
Is Linepoint Partners & Co. a fiduciary?
Short answer: Linepoint Partners & Co. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.