Chief Financial Officer · Linepoint Partners & Co.
Daniel T. Cole
CRD 8154517 · Named on Form ADV at one SEC-registered adviser
At a glance
Linepoint Partners & Co., an SEC-registered asset manager based in LOS Angeles, CA with $572 million in regulatory assets, lists Daniel T. Cole on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Linepoint Partners & Co.Chief Financial OfficerAsset manager · LOS Angeles, CA · $572M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Santino G. CouryChief Information Technology Officer & Chief Compliance Officer, Linepoint Partners & Co.
- Robertino S. CouryChief Executive Officer, Linepoint Partners & Co.
- Andreo V. CouryManaging Director, Linepoint Partners & Co.
- Juliano C. CouryManaging Director, Linepoint Partners & Co.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.