Lineage Point Capital Lp
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 338216
· SEC file 801-134454
·
· lineagepointcapital.com
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ADV data as of Mar 04, 2026
- Regulatory AUM
- $295M
- Discretionary
- $295M
- Clients
- 1
- Avg AUM / client
- $295M
- Accounts
- 1
- Employees
- 3
AUM over time
$190M
$295M
Jan 13, 2026
Mar 4, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $295M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 918 KB | 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • EXPENSE REIMBURSEMENT
Services
- • Portfolio management for pooled investment vehicles
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 04, 2026.
View current Form ADV (SEC/IAPD) ↗