Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / L•••••••• P••••••• • C••

L•••••••• P••••••• • C••

Hybrid manager · probableunsizedLos Angeles, CAl•••••••••.com

LinePoint Partners, a privately held family office firm, offers a first-of-its-kind affiliation model that redefines how both ultra-high-net-worth (UHNW) breakaway financial advisors and single family office (SFO) executives can independently operate and grow their practices with an institutional-grade platform, purpose-built to service them and the evolving needs of their ultra-wealthy clientele.

Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 14, 2026
    Hybrid manager (probable, 65%, cls-pe-2)
    R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
Adviser type
unknown
Form ADV filings
unknown
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
unknown
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
unknownevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
unknown
Employees
unknown
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
0 on record
No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.
Team
7 current, 0 former
Platform (3)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
6 most recent
  1. Sep 12, 2025
    Investment News | Sep 12, 2025 LinePoint Partners, Stephens add new HNW planning leaders D•• C••• joins LinePoint as its new CFO, while Jason Thomas steps in to lead tax strategy at Stephens' private wealth division.
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Jul 10, 2025
    Investment News | Jul 10, 2025 LinePoint and Washington Trust Wealth Management add new leadership and advisory talent LinePoint's leadership hire from Rockefeller, who's taking a COO and CCO role at the firm, brings more than 20 years of industry experience.
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Jul 10, 2025
    Family Wealth | Jul 10, 2025 US Family Office Firm Appoints Former Rockefeller Executive The newly-hired executive will serve in C-suite roles and be a founding executive and partner.
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jul 9, 2025
    Wealth Management | Jul 09, 2025 Family Office Platform LinePoint Adds Rockefeller Executive as COO/CCO James Chirdo joins LinePoint from Rockefeller Capital Management, where he was the head of wealth management operations.
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Jul 9, 2025
    Citywire | Jul 09, 2025 Ex-Rockefeller wealth head joins UHNW family office Before joining LinePoint Partners, James Chirdo was in charge of the operational platform for Rockefeller's wealth management broker-dealer.
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Sep 13, 2024
    L•••••••• P••••••• • C•• reports 6 Private Equity Fund(s) on its current Form ADV (Approved); not in the 2011-2024 extract
    New pe adviser on rosterFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Across the graphs

L•••••••• P••••••• • C•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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