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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LINEAGE CAPITAL, LLC

CRD 163020

BOSTON, MA

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:d74e4174-b77f-1eaf-56b3-5f4295ed1869

Data as of Jun 25, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 3
Observed: Jun 25, 2013 to Jun 25, 2013
1 observations

Across DFX

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

Venture Capitalidentity

Lineage Capital, LLC

Venture manager · shared crd

Independent Sponsorsidentity

Lineage Capital, LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Lineage Capital, LLC

Private equity manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $164MItem 5.F on the latest filing (2013-06-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $164M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 5
Accounts: 2
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $304Mgross asset value as reported per fund; never fund size
Custody, client assets: $152M
SEC number: 801-78267
CRD: 163020
Filings on the tape: 1
First filed: Jun 25, 2013
Latest filed: Jun 25, 2013
Organised: Limited Liability Company, Massachusetts

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LINEAGE CAPITAL II, L.P.	Other Private Fund	$178M	Mar 20, 2024	26	Mar 30, 2016	reported	021-1644074
LINEAGE CAPITAL III, L.P.	Other Private Fund	$76.3M	Mar 20, 2024	37	Mar 31, 2023	reported	021-1938726
LINEAGE CAPITAL, L.P.	Private Equity Fund	$4.7M	Mar 28, 2021	23	Apr 2, 2012	reported	021-1261713
LINEAGE INVESTORS II, LLC	Private Equity Fund	$1.2M	Mar 20, 2024	6	Mar 31, 2017	reported	n/a
LINEAGE INVESTORS III, LLC	Private Equity Fund	$1.1M	Mar 20, 2024	9	Mar 31, 2023	reported	n/a
LINEAGE CAPITAL FUND I LIQUIDATING TRUST	Other Private Fund	$387,172	Mar 20, 2024	23	Mar 30, 2022	reported	n/a
LINEAGE TEXAS CO-INVEST, L.P.	Private Equity Fund	$41,402	Mar 20, 2024	1	Mar 31, 2017	reported	n/a
LINEAGE INVESTORS, LLC	Private Equity Fund	$31,062	Mar 27, 2020	3	Apr 2, 2012	reported	021-1544685

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
MCKINLEY, WILLIAM, JOHN	Manager	C	yes	04/2003	Jun 25, 2013	Jun 25, 2013
PARKER, THOMAS, BROOK	Manager	C	yes	04/2003	Jun 25, 2013	Jun 25, 2013
SULLIVAN, MARK, ELIA	Manager	C	yes	04/2003	Jun 25, 2013	Jun 25, 2013
VALLANTE, GRETCHEN, DUMONT	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	07/2004	Jun 25, 2013	Jun 25, 2013

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
LINEAGE PARTNERS, LLC	n/a	n/a	n/a	Y	yes	n/a

Relationships

Advises (8)

→ LINEAGE INVESTORS II, LLCPrivate fundPrivate Equity Fund, ERA
Mar 31, 2017 to presentfactForm ADV
→ LINEAGE CAPITAL II, L.P.Private fundOther Private Fund, ERA
Mar 30, 2016 to presentfactForm ADV
→ LINEAGE CAPITAL FUND I LIQUIDATING TRUSTPrivate fundOther Private Fund, ERA
Mar 30, 2022 to presentfactForm ADV
→ LINEAGE INVESTORS III, LLCPrivate fundPrivate Equity Fund, ERA
Mar 31, 2023 to presentfactForm ADV
→ LINEAGE CAPITAL III, L.P.Private fundOther Private Fund, ERA
Mar 31, 2023 to presentfactForm ADV
→ LINEAGE TEXAS CO-INVEST, L.P.Private fundPrivate Equity Fund, ERA
Mar 31, 2017 to presentfactForm ADV
→ LINEAGE CAPITAL, L.P.Private fundPrivate Equity Fund, ERA
Apr 2, 2012 to presentfactForm ADV
→ LINEAGE INVESTORS, LLCPrivate fundPrivate Equity Fund, ERA
Apr 2, 2012 to presentfactForm ADV

Controls (4)

← PARKER, THOMAS, BROOKOwnerMANAGER, ownership code C, individual
Jun 25, 2013 to presentfactForm ADV
← SULLIVAN, MARK, ELIAOwnerMANAGER, ownership code C, individual
Jun 25, 2013 to presentfactForm ADV
← MCKINLEY, WILLIAM, JOHNOwnerMANAGER, ownership code C, individual
Jun 25, 2013 to presentfactForm ADV
← VALLANTE, GRETCHEN, DUMONTOwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 25, 2013 to presentfactForm ADV

Dated events

Occurred
Jun 25, 2013
First Form ADV filing
Lineage Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d74e4174-b77f-1eaf-56b3-5f4295ed1869
First observed: Jun 25, 2013
Last observed: Jun 25, 2013 161 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.

LINEAGE CAPITAL, LLC

CRD 163020

BOSTON, MA

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:d74e4174-b77f-1eaf-56b3-5f4295ed1869

Data as of Jun 25, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:36 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LINEAGE CAPITAL II, L.P.

Other Private Fund

$178M

Mar 20, 2024

Mar 30, 2016

reported

021-1644074

LINEAGE CAPITAL III, L.P.

Other Private Fund

$76.3M

Mar 20, 2024

Mar 31, 2023

reported

021-1938726

LINEAGE CAPITAL, L.P.

Private Equity Fund

$4.7M

Mar 28, 2021

Apr 2, 2012

reported

021-1261713

LINEAGE INVESTORS II, LLC

Private Equity Fund

$1.2M

Mar 20, 2024

Mar 31, 2017

reported

n/a

LINEAGE INVESTORS III, LLC

Private Equity Fund

$1.1M

Mar 20, 2024

Mar 31, 2023

reported

n/a

LINEAGE CAPITAL FUND I LIQUIDATING TRUST

Other Private Fund

$387,172

Mar 20, 2024

Mar 30, 2022

reported

n/a

LINEAGE TEXAS CO-INVEST, L.P.

Private Equity Fund

$41,402

Mar 20, 2024

Mar 31, 2017

reported

n/a

LINEAGE INVESTORS, LLC

Private Equity Fund

$31,062

Mar 27, 2020

Apr 2, 2012

reported

021-1544685

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCKINLEY, WILLIAM, JOHN

Manager

yes

04/2003

Jun 25, 2013

PARKER, THOMAS, BROOK

Manager

yes

04/2003

Jun 25, 2013

SULLIVAN, MARK, ELIA

Manager

yes

04/2003

Jun 25, 2013

VALLANTE, GRETCHEN, DUMONT

CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

07/2004

Jun 25, 2013

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LINEAGE PARTNERS, LLC

n/a

yes

n/a