AUMdb

Lineage Point Capital Lp

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 338216 · SEC file 801-134454 · · lineagepointcapital.com
☆ Save with Pro 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 typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $295M 100.0%

Documents (1 archived)

FormPeriodSize
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) ↗