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LINEAGE POINT CAPITAL LP

· CRD 338216 · IAPD ↗ · lineagepointcapital.com · 561-956-6530

$294.7MRegulatory AUM
2Advisory reps
3Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

58
April 2026 — LINEAGE POINT CAPITAL LP reported RAUM up 55% ($190.3M -> $294.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
February 2026 — LINEAGE POINT CAPITAL LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
December 2025 — LINEAGE POINT CAPITAL LP (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.