Asset manager · LOS Angeles, CA
Linepoint Partners & Co.
Linepoint Partners & Co., LLC · SEC-registered investment adviser · CRD 332598 · SEC 801-131043
At a glance
Linepoint Partners & Co. is an SEC-registered investment adviser based in LOS Angeles, California, with $572 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is corporations or other businesses, and it reports 8 individual clients. By Form ADV it is a asset manager, ranked 1,617th of 3,218 asset managers and 7,276th of 17,210 SEC-registered advisers by assets.
Main office 323-886-3635linepointpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $572M
- Rank among asset managers
- #1,617 of 3,218
- Rank among all SEC RIAs
- #7,276 of 17,210
- Rank in California
- #842 of 1,873
- Individual clients
- 8
- High-net-worth clients
- 8
- Accounts
- 27
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Santino G. CouryChief Information Technology Officer & Chief Compliance Officer
- Robertino S. CouryChief Executive Officer
- Andreo V. CouryManaging Director
- Juliano C. CouryManaging Director
- Daniel T. ColeChief Financial Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 17 | $276M | 48% |
| High-net-worth individuals | 8 | $174M | 30% |
| Pooled investment vehicles | 8 | $71M | 12% |
| Charitable organizations | 1 | $51M | 9% |
Private funds
Linepoint Partners & Co. reports 8 private funds with $71M in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Linepoint Partners & Co. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗linepointpartners.com ↗
AtlasMembers
The full record on Linepoint Partners & Co.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 1,011 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Linepoint Partners & Co. manage?
Linepoint Partners & Co. reports $572 million in regulatory assets under management across 27 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Linepoint Partners & Co.?
Linepoint Partners & Co. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Linepoint Partners & Co.’s clients?
By assets, its largest client types are corporations or other businesses ($276 million, 17 clients); high-net-worth individuals ($174 million, 8 clients); pooled investment vehicles ($71 million, 8 clients).
Does Linepoint Partners & Co. manage private funds?
Yes. It reports 8 private funds with $71 million in gross assets, including hedge funds, private equity funds.
Does Linepoint Partners & Co. have any disciplinary history?
Linepoint Partners & Co. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Linepoint Partners & Co.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →