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LONGPOINT PARTNERS LP
CRD 283800File 801-108480
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.71B
Top 25% of cohort (national)
Discretionary AUM
$4.75B
Non-discretionary $953.5M
Clients
9
11 accounts
Employees
35
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 4, 2016
- Principal office
- 116 HUNTINGTON AVE.,, SUITE 1001, BOSTON, MA, 02116
- Phone
- 617.861.9760
- Website
- HTTP://WWW.LONGPOINT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.71B
- Discretionary AUM
- $4.75B
- Non-discretionary AUM
- $953.5M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 2
- Total accounts
- 11
- AUM per client
- $634.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $4.75B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ACQUISITION, DISPOSITION, AND FINANCING & % OF OPERATING INCOME
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 11 | 9 | decreased by2 |
| Apr 1, 2026 | Employees | 32 | 35 | increased by3 |
| Apr 1, 2026 | Clients | 9 | 11 | increased by2 |
| Apr 1, 2026 | AUM | $4,788,098,520 | $5,707,846,611 | increased by$919,748,091 |
| Apr 1, 2026 | Accounts | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 32 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 9 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,185,910,610 | $4,788,098,520 | increased by$2,602,187,910 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4 | 9 | increased by5 |
| Apr 1, 2022 | Employees | 13 | 20 | increased by7 |
| Apr 1, 2022 | AUM | $1,458,645,969 | $2,185,910,610 | increased by$727,264,641 |
| Apr 1, 2022 | Accounts | 3 | 4 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LONGPOINT PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LONGPOINT PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.