Investment adviser · CRD 163020

LINEAGE CAPITAL, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

BOSTON, MA, United States · Form ADV filed Mar 31, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LINEAGE CAPITAL II, L.P.Other Private Fund · Last reported Mar 31, 2026$182MGross asset value
Auditor COHNREZNICK LLP HARTFORD, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

Fund details & source
Fund ID
805-9164328100
Reported beneficial owners
26
Minimum commitment
$200K
Form D file number
021-1644074

Form ADV 2090310 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LINEAGE CAPITAL III, L.P.Other Private Fund · Last reported Mar 31, 2026$116MGross asset value
Auditor COHNREZNICK LLP HARTFORD, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

Fund details & source
Fund ID
805-6147976840
Reported beneficial owners
37
Minimum commitment
$100K
Form D file number
021-1938726

Form ADV 2090310 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LINEAGE INVESTORS III, LLCPrivate Equity Fund · Last reported Mar 31, 2026$1.28MGross asset value
Auditor COHNREZNICK, LLP HARTFORD, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

COHNREZNICK, LLP
PCAOB 596

Fund details & source
Fund ID
805-1617128197
Reported beneficial owners
11
Minimum commitment
$5K

Form ADV 2090310 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LINEAGE INVESTORS II, LLCPrivate Equity Fund · Last reported Mar 31, 2026$1.17MGross asset value
Auditor COHNREZNICK, LLP HARTFORD, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

COHNREZNICK, LLP
PCAOB 596

Fund details & source
Fund ID
805-8809520606
Reported beneficial owners
5
Minimum commitment
$5K

Form ADV 2090310 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LINEAGE CAPITAL FUND I LIQUIDATING TRUSTOther Private Fund · Last reported Mar 31, 2026$371KGross asset value
Auditor RICHARDSON & COMPANY, P.C. MEDWAY, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9544718459
Reported beneficial owners
18
Minimum commitment
$100K

Form ADV 2090310 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LINEAGE CAPITAL, L.P.Private Equity Fund · Last reported Mar 28, 2021$4.73MGross asset value
Auditor COHNREZNICK LLP HARTFORD, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

Fund details & source
Fund ID
805-6828223823
Reported beneficial owners
23
Minimum commitment
$100K
Form D file number
021-1261713

Form ADV 1522331 · Mar 28, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LINEAGE TEXAS CO-INVEST, L.P.Private Equity Fund · Last reported Mar 20, 2024$41.4KGross asset value
Auditor COHNREZNICK, LLP HARTFORD, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

COHNREZNICK, LLP
PCAOB 596

Fund details & source
Fund ID
805-7523883865
Reported beneficial owners
1
Minimum commitment
$2M

Form ADV 1849615 · Mar 20, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

399 BOYLSTON STREET, SUITE 450
BOSTON, MA, 02116, United States

CRD 163020

Filing source

Form ADV 2090310 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.