LINEPOINT PARTNERS & CO.

Legal name: LINEPOINT PARTNERS & CO., LLC

CRD 332598File 801-131043

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$572.1M

Above cohort median (national)

Discretionary AUM

$572.1M

Clients

27 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Sep 13, 2024
Principal office: 2121 AVENUE OF THE STARS, SUITE 2900, LOS ANGELES, CA, 90067
Phone: 323-886-3635
Website: http://www.linepointpartners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $572.1M
Discretionary AUM: $572.1M
Non-discretionary AUM: $0
Discretionary accounts: 27
Non-discretionary accounts: 0
Total accounts: 27
AUM per client: $16.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	17	$275.6M
Charitable organizations	Fewer than 5	$51.3M
High net worth individuals	8	$173.9M
Pooled investment vehicles	8	$71.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
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

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.