RIA Intelligence

LINEAGE CAPITAL, LLC

CRD #163020 SEC #802-79458 BOSTON, MA 617-778-0660
State Registered Exempt Reporting Private Funds
Total AUM
$163.5M
Discretionary
$163.5M
Employees
5
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
VALLANTE, GRETCHEN, DICHIEF FINANCIAL OFFICERNA Control
VALLANTE, GRETCHEN, DICHIEF FINANCIAL OFFICERNA Control
VALLANTE, GRETCHEN, DICHIEF FINANCIAL OFFICERNA Control
VALLANTE, GRETCHEN, DICHIEF FINANCIAL OFFICERNA Control
VALLANTE, GRETCHEN, DICHIEF FINANCIAL OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
VALLANTE, GRETCHEN, DUMONTICHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
MCKINLEY, WILLIAM, JIMANAGERC Control
MCKINLEY, WILLIAM, JIMANAGERC Control
MCKINLEY, WILLIAM, JIMANAGERC Control
MCKINLEY, WILLIAM, JIMANAGERC Control
MCKINLEY, WILLIAM, JIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
MCKINLEY, WILLIAM, JOHNIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
PARKER, THOMAS, BROOKIMANAGERC Control
SULLIVAN, MARK, EIMANAGERC Control
SULLIVAN, MARK, EIMANAGERC Control
SULLIVAN, MARK, EIMANAGERC Control
SULLIVAN, MARK, EIMANAGERC Control
SULLIVAN, MARK, EIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control
SULLIVAN, MARK, ELIAIMANAGERC Control

Registrations

Federal

ERA
Mar 30, 2025 REGISTERED

Notice Filings (1)

MA

Address

399 BOYLSTON STREET, SUITE 450
BOSTON, MA 02116
United States
Phone: 617-778-0660