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 operating as an institutional registered investment adviser. The firm’s client base is institutional, and its business activity centers on portfolio management for pooled investment vehicles rather than acting as a capital allocator. Fee arrangements include fixed fees, performance-based fees and other non-disclosed structures. Lineage Point Capital is not identified as an active ESG investor and is registered with the SEC as of 2025. Ownership is a blend of a domestic entity and an individual.

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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