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THE LINONIA PARTNERSHIP LP

CRD 326550File 801-128378
APPROVED
Custody
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.84B
Top 25% of cohort (national)
Discretionary AUM
$5.84B
Clients
3
3 accounts
Employees
8
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Jul 21, 2023
Principal office
414 WEST 14TH STREET, 6TH FLOOR, NEW YORK, NY, 10014
Phone
(646) 989 4226

Assets & accounts

ADV Item 5F
Total regulatory AUM
$5.84B
Discretionary AUM
$5.84B
Non-discretionary AUM
$0
Discretionary accounts
3
Non-discretionary accounts
0
Total accounts
3
AUM per client
$1.95B

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles3$5.84B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • 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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees78increased by1
Apr 1, 2026AUM$3,280,501,100$5,836,406,791increased by$2,555,905,691
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LINONIA PARTNERSHIP” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LINONIA PARTNERSHIP” 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.