Lineage Capital, LLC
Lineage Capital, LLC is an SEC-registered asset manager with $300.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lineage Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 163020, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $300.6M (2026-03-31)
- Firm type
- Asset Manager
- Employees
- 5
- CRD
- 163020
- Ownership
- PARKER, THOMAS, BROOK; SULLIVAN, MARK, ELIA; MCKINLEY, WILLIAM, JOHN; VALLANTE, GRETCHEN, DUMONT
How much AUM does Lineage Capital, LLC have?
Lineage Capital, LLC reported $300.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Lineage Capital, LLC?
Disclosed owners and executives of Lineage Capital, LLC include PARKER, THOMAS, BROOK, SULLIVAN, MARK, ELIA, MCKINLEY, WILLIAM, JOHN, VALLANTE, GRETCHEN, DUMONT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.