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LINEAGE POINT CAPITAL LP
CRD 338216 · SEC 801-134454
FL, United States
Phone
561-956-6530
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$294.7M
Discretionary AUM
$294.7M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Fixed fees; Performance-based fees; EXPENSE REIMBURSEMENT
Org form
Limited Partnership
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $294.7M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD