Lineage Capital, Llc
- Regulatory AUM
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Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $257M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lineage Capital Ii, L.P. | Other Private Fund | Delaware | $178M | 26 |
| Lineage Capital Iii, L.P. | Other Private Fund | Delaware | $76.3M | 37 |
| Lineage Investors Ii, Llc | Private Equity Fund | Delaware | $1.2M | 6 |
| Lineage Investors Iii, Llc | Private Equity Fund | Delaware | $1.1M | 9 |
| Lineage Capital Fund I Liquidating Trust | Other Private Fund | Delaware | $387K | 23 |
| Lineage Texas Co Invest, L.P. | Private Equity Fund | Delaware | $41.4K | 1 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mckinley, William, John | Manager | Apr 2003 (23y) | 25% – 50% | |
| Parker, Thomas, Brook | Manager | Apr 2003 (23y) | 25% – 50% | |
| Sullivan, Mark, Elia | Manager | Apr 2003 (23y) | 25% – 50% | |
| Vallante, Gretchen, Dumont | Chief Financial Officer And Chief Compliance Officer | Jul 2004 (22y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $257M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lineage Capital Ii, L.P. | Other Private Fund | $178M | $200K | 26 |
| Lineage Capital Iii, L.P. | Other Private Fund | $76.3M | $100K | 37 |
| Lineage Investors Ii, Llc | Private Equity Fund | $1.2M | $5.0K | 6 |
| Lineage Investors Iii, Llc | Private Equity Fund | $1.1M | $5.0K | 9 |
| Lineage Capital Fund I Liquidating Trust | Other Private Fund | $387K | $100K | 23 |
| Lineage Texas Co Invest, L.P. | Private Equity Fund | $41.4K | $2.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗