Lineage Point Capital LP

RIASEC RegisteredEst. 2025
Total AUM
$295M
Discretionary
$295M
100% of AUM
Avg account
$295M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
338216
Registered since
September 29, 2025
Fee structure
Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lineage Point Capital LP is a limited partnership that registers as an SEC adviser and positions itself as a manager of pooled investment vehicles for institutional clients. The firm’s operating profile points to a concentrated, alternative-focused investment approach: it runs discretionary portfolios and applies both fixed and performance-based fee structures, consistent with fund-style economics. Lineage Point Capital LP does not market itself as an ESG investor and is classified as an unclassified adviser, indicating a narrow mandate rather than a broad retail advisory practice. Its advisory activity is explicitly portfolio management for pooled vehicles, which suggests the organization acts as a general partner or manager for one or more private funds or similar pooled structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Micheal Klein

    Chief Financial OfficerCRD 6027927

Contacts

2 of 2
  • Gerasomou Siliverdes

    CRD 3061789

  • Lawrence Hurvich

    Co-FounderCRD 1693024

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth