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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

LINEPOINT PARTNERS & CO.

LINEPOINT PARTNERS & CO., LLC, CRD 332598

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e759d2d-a2d5-a245-4f50-2df60dbd3442

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 2
Observed: Aug 2, 2024 to Mar 31, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Linepoint Partners & Co.

Private equity manager · shared crd

Independent Sponsorsidentity

Linepoint Partners & Co.

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.3 fund_share=0.12 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $572MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $572M
Private client RAUM: $174MderivedItem 5.D individuals plus high net worth individuals
Private client share: 30%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $572Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 27
High net worth clients: 8
Private funds: 8Schedule D 7.B(1)
Relying advisers: 1
SEC number: 801-131043
CRD: 332598
Filings on the tape: 11
First filed: Aug 2, 2024
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: linepointpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERTINO SANTINO COURY	n/a	LOS ANGELES, CA	1	13	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COURY, ROBERTINO, SANTINO	CHIEF EXECUTIVE OFFICER	D	yes	07/2024	Aug 2, 2024	Sep 12, 2024
COURY, ANDREO, VALENTINO	MANAGING DIRECTOR	B	no	07/2024	Aug 2, 2024	Sep 12, 2024
COURY, JULIANO, CHRISTOPHER	MANAGING DIRECTOR	B	no	07/2024	Aug 2, 2024	Sep 12, 2024
COURY, SANTINO, GULIANO	CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER	B	no	07/2024	Aug 2, 2024	Sep 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COURY FIRM ASSET MANAGEMENT LLC	n/a	Independent wealth	$1.3B	N	yes	n/a
COURY CAPITAL MANAGEMENT LLC	n/a	n/a	n/a	N	yes	n/a
THE COURY FIRM LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$572M	$572M	8	3	0	8	n/a
2024	Mar 31, 2025	$567M	$567M	7	4	0	6	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$572M	$567M	0.8%	n/a	n/a	8	7	0	0

Relationships

Affiliated with (1)

→ THE COURY FIRMRegistered adviserother investment adviser, bank, common control
factForm ADV

Registered with (1)

← ROBERTINO SANTINO COURYAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV

Owns (3)

← COURY, SANTINO, GULIANOOwnerCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, ownership code B, individual
Aug 2, 2024 to Sep 12, 2024factForm ADV
← COURY, JULIANO, CHRISTOPHEROwnerMANAGING DIRECTOR, ownership code B, individual
Aug 2, 2024 to Sep 12, 2024factForm ADV
← COURY, ANDREO, VALENTINOOwnerMANAGING DIRECTOR, ownership code B, individual
Aug 2, 2024 to Sep 12, 2024factForm ADV

Controls (1)

← COURY, ROBERTINO, SANTINOOwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Aug 2, 2024 to Sep 12, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Linepoint Partners & Co. reported RAUM $567.3M, up 187% from $197.8M (2025-02-10 to 2025-03-31)
Form ADVobserved 3 days ago
$370M
Occurred
Aug 2, 2024
First Form ADV filing
Linepoint Partners & Co. filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e759d2d-a2d5-a245-4f50-2df60dbd3442
First observed: Aug 2, 2024
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LINEPOINT PARTNERS & CO.

LINEPOINT PARTNERS & CO., LLC, CRD 332598

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e759d2d-a2d5-a245-4f50-2df60dbd3442

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERTINO SANTINO COURY

n/a

LOS ANGELES, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COURY, ROBERTINO, SANTINO

CHIEF EXECUTIVE OFFICER

yes

07/2024

Aug 2, 2024

Sep 12, 2024

COURY, ANDREO, VALENTINO

MANAGING DIRECTOR

07/2024

Aug 2, 2024

Sep 12, 2024

COURY, JULIANO, CHRISTOPHER

MANAGING DIRECTOR

07/2024

Aug 2, 2024

Sep 12, 2024

COURY, SANTINO, GULIANO

CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER

07/2024

Aug 2, 2024

Sep 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COURY FIRM ASSET MANAGEMENT LLC

n/a

Independent wealth

$1.3B

yes

n/a

COURY CAPITAL MANAGEMENT LLC

n/a

yes

n/a

THE COURY FIRM LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$572M

n/a

2024

Mar 31, 2025

$567M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$572M

$567M

0.8%

n/a