LINEAGE POINT CAPITAL LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $294.7M |
| Discretionary | $294.7M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $294.7M |
| Employees | 3 |
| Peak AUM | $294.7MMar 2026 |
| AUM CAGR | +112.4% /yrover 1 yrs · 3 filings |
AUM by Client Type
Total AUM
$295M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $295M | — | — | — | — |
| Discretionary AUM | $295M | — | — | ||
Key Metrics
| Total AUM | $294.7M |
| Discretionary | $294.7M |
| Employees | 3 |
| Client Accounts | 1 |
Contact & Location
Phone
561-956-6530
Filing History
3 ADV Part 1 submissions
Fee Structure
Fixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$295M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported