DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Longpoint Partners LP

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 283800SEC 801-108480websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Sep 27, 2016 · 13 filings
SEC status approved since Oct 4, 2016
RAUM
$5.7B
reported, Item 5.F
Discretionary
83%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
35
28 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$5.7B as of Mar 31, 2026
Mar 31, 2017$240M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20170 then
Employees (5.A)35 as of Mar 31, 2026
Mar 31, 20177 then
Private funds9 as of Mar 31, 2026
Mar 31, 20171 then
RAUM +19% over the last fiscal year+25% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$519MderivedRAUM over accounts (5.F.2.f)
Discretionary
83%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+19%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$4.8B, 9 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$4.8B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
11reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$4.8B for 9 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.83 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      5 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Longpoint Realty Fund II, LPReal Estate Fund$1.3B32Mar 31, 2021
      Longpoint Fund III, LPReal Estate Fund$1.0B39Mar 29, 2023
      Specialty Grocer Fund I, LPReal Estate Fund$505M8Mar 29, 2023
      LP Sfip Co-Invest Fund, LPReal Estate Fund$105M4Mar 28, 2024
      Longpoint Realty Fund I, LPReal Estate Fund$942,16118Mar 31, 2017
      Owners and control persons
      Schedule A and B, latest filing
      • Vonyves Dwight Angelini · Founding And Managing Partnercontrol
        since 07/2015 · owns 25% to 50%
      • Kumar Nilesh Bubna · Founding Partnercontrol
        since 07/2015 · owns 10% to 25%
      • Joseph Thomas Flinn · Partner And Cfocontrol
        since 10/2023 · owns less than 5%
      • Tucker Reid Parker · Founding Partner, Ccocontrol
        since 07/2015 · owns 10% to 25%
      • Alexander Robert Provost · Founding Partnercontrol
        since 07/2015 · owns less than 5%
      • Vonyves Dwight Angelini · Managing Membercontrol
        since 07/2015 · owns 25% to 50% of Lrp Gp LLC
      Entity owners
      • Lrp Gp LLC · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • Longpoint Fund III, Gp LLC
        pooled vehicle sponsorn
      • Longpoint Realty Fund I Gp LLC
        pooled vehicle sponsorn
      • Longpoint Realty Fund II Gp LLC
        pooled vehicle sponsorn
      • LP Sfip Co-Invest Fund, LP
        pooled vehicle sponsorn
      • Specialty Grocer Fund I, Gp LLC
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 9 to 11
        Mar 31, 2025 to Mar 31, 2026
      • Advisory employees · 26 to 28
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 7 to 9
        Mar 31, 2025 to Mar 31, 2026
      • Assets in custody · $4.8B to $4.8B
        Mar 31, 2025 to Mar 31, 2026
      • Employees · 32 to 35
        Mar 31, 2025 to Mar 31, 2026
      • Private funds · 7 to 9
        Mar 31, 2025 to Mar 31, 2026
      • Discretionary RAUM · $3.8B to $4.8B
        Mar 31, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $1.0B to $954M
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $3.8B to $4.8B
        Mar 31, 2025 to Mar 31, 2026
      • RAUM · $4.8B to $5.7B
        Mar 31, 2025 to Mar 31, 2026
      • Accounts · 7 to 9
        Jan 10, 2025 to Mar 31, 2025
      • Advisory employees · 22 to 26
        Jan 10, 2025 to Mar 31, 2025
      • Pooled vehicle clients · 5 to 7
        Jan 10, 2025 to Mar 31, 2025
      • Assets in custody · $987M to $4.8B
        Jan 10, 2025 to Mar 31, 2025
      • Employees · 27 to 32
        Jan 10, 2025 to Mar 31, 2025
      • Financial planning clients · unset to
        Jan 10, 2025 to Mar 31, 2025
      • Private funds · 5 to 7
        Jan 10, 2025 to Mar 31, 2025
      • Discretionary RAUM · $3.9B to $3.8B
        Jan 10, 2025 to Mar 31, 2025
      • Non-discretionary RAUM · $0 to $1.0B
        Jan 10, 2025 to Mar 31, 2025
      • Pooled vehicle RAUM · $2.9B to $3.8B
        Jan 10, 2025 to Mar 31, 2025
      • RAUM · $3.9B to $4.8B
        Jan 10, 2025 to Mar 31, 2025
      • Accounts · 6 to 7
        Dec 8, 2023 to Mar 28, 2024
      • Advisory employees · 19 to 22
        Dec 8, 2023 to Mar 28, 2024
      • Business name · LONGPOINT REALTY PARTNERS, LP to LONGPOINT PARTNERS LP
        Dec 8, 2023 to Mar 28, 2024
      • Pooled vehicle clients · 4 to 5
        Dec 8, 2023 to Mar 28, 2024
      • Assets in custody · $933M to $987M
        Dec 8, 2023 to Mar 28, 2024
      • Employees · 23 to 27
        Dec 8, 2023 to Mar 28, 2024
      • Legal name · LONGPOINT REALTY PARTNERS, LP to LONGPOINT PARTNERS LP
        Dec 8, 2023 to Mar 28, 2024
      • Private funds · 4 to 5
        Dec 8, 2023 to Mar 28, 2024
      • Discretionary RAUM · $2.0B to $3.9B
        Dec 8, 2023 to Mar 28, 2024
      • Non-discretionary RAUM · $933M to $0
        Dec 8, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $2.0B to $2.9B
        Dec 8, 2023 to Mar 28, 2024
      • RAUM · $2.9B to $3.9B
        Dec 8, 2023 to Mar 28, 2024
      • Accounts · 4 to 6
        Mar 30, 2022 to Mar 29, 2023
      • Advisory employees · 18 to 19
        Mar 30, 2022 to Mar 29, 2023
      • Pooled vehicle clients · 2 to 4
        Mar 30, 2022 to Mar 29, 2023
      • Assets in custody · $922M to $933M
        Mar 30, 2022 to Mar 29, 2023
      • Employees · 20 to 23
        Mar 30, 2022 to Mar 29, 2023
      • Private funds · 2 to 4
        Mar 30, 2022 to Mar 29, 2023
      • Discretionary RAUM · $1.3B to $2.0B
        Mar 30, 2022 to Mar 29, 2023
      Signals
      8 dated events
      • Longpoint Partners Lp reported RAUM $3.9B, up 35% from $2.9B (2023-12-08 to 2024-03-28)
        Mar 28, 2024 · RAUM change · derived
      • Joseph Thomas Flinn (Partner And Cfo) appeared on Schedule A of Longpoint Partners Lp
        Mar 28, 2024 · Control person joined · fact
      • Longpoint Partners Lp reported RAUM $2.9B, up 32% from $2.2B (2022-03-30 to 2023-03-29)
        Mar 29, 2023 · RAUM change · derived
      • Longpoint Partners Lp reported RAUM $2.2B, up 50% from $1.5B (2021-03-31 to 2022-03-30)
        Mar 30, 2022 · RAUM change · derived
      • Longpoint Partners Lp reported RAUM $1.5B, up 107% from $703.9M (2020-03-26 to 2021-03-31)
        Mar 31, 2021 · RAUM change · derived
      • Longpoint Partners Lp reported RAUM $603.5M, up 63% from $370.4M (2018-03-29 to 2019-03-25)
        Mar 25, 2019 · RAUM change · derived
      • Longpoint Partners Lp reported RAUM $370.4M, up 54% from $240.0M (2017-03-31 to 2018-03-29)
        Mar 29, 2018 · RAUM change · derived
      • Longpoint Realty Partners, Lp filed its initial SEC registration (Form ADV)
        Sep 27, 2016 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/longpoint-lpreportedpublic record, Form ADV, Sep 17, 2026
      Website
      LONGPOINT.COMreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      617.861.9760reportedpublic record, Form ADV, Mar 31, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      Longpoint Partners LP is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      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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