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LONGPOINT PARTNERS LP

BOSTON, MA · CRD 283800 · IAPD ↗ · longpoint.com · 617.861.9760

$5.71BRegulatory AUM
28Advisory reps
35Employees
0Clients
n/aPlanning clients
9Private funds
0States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
February 2025 — LONGPOINT PARTNERS LP's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
52
April 2024 — LONGPOINT PARTNERS LP reported RAUM up 35% ($2.89B -> $3.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.