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THE LINONIA PARTNERSHIP LP

NEW YORK, NY · CRD 326550 · IAPD ↗ · linonia.com · (646) 989 4226

$5.84BRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — THE LINONIA PARTNERSHIP LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — THE LINONIA PARTNERSHIP LP reported RAUM up 78% ($3.28B -> $5.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — THE LINONIA PARTNERSHIP LP now reports custody of client assets ($3.28B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
57
April 2025 — THE LINONIA PARTNERSHIP LP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — THE LINONIA PARTNERSHIP LP reported RAUM up 218% ($1.03B -> $3.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2024 — THE LINONIA PARTNERSHIP LP grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — THE LINONIA PARTNERSHIP LP crossed $1B in regulatory AUM ($66.3M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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