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LINEPOINT PARTNERS & CO.

LOS ANGELES, CA · CRD 332598 · IAPD ↗ · linepointpartners.com · 323-886-3635

$572.1MRegulatory AUM
3Advisory reps
8Employees
0Clients
0Planning clients
8Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — LINEPOINT PARTNERS & CO. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — LINEPOINT PARTNERS & CO. crossed $500M in regulatory AUM ($197.8M -> $567.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
February 2025 — LINEPOINT PARTNERS & CO.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
February 2025 — LINEPOINT PARTNERS & CO. now reports 5 private fund(s) ($41.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
October 2024 — LINEPOINT PARTNERS & CO. (LOS ANGELES, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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