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2121 Avenue Of The Stars Suite 2900, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-05-08 |
| CA | RA | APPROVED | 2026-02-16 |
| DE | RA | APPROVED | 2025-01-07 |
| WV | RA | APPROVED | 2025-01-06 |
| PA | RA | APPROVED | 2025-01-03 |
Branch Locations
2121 Avenue Of The Stars Suite 2900, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Pittsburgh | PA | 03/2013 | 12/2017 |
| The Coury Firm (And Affiliated Entities) | Pittsburgh | PA | 03/2013 | 07/2017 |
| E'O Management, Llc | Los Angeles | CA | 01/2017 | 08/2024 |
| The Coury Firm (And Affiliated Entities) | Pittsburgh | PA | 07/2017 | 10/2024 |
| E'O Management, Llc | Los Angeles | CA | 09/2024 | Present |
| Linepoint Partners & Co., Llc (And Affiliated Entities) | Los Angeles | CA | 08/2024 | Present |
1 - E'O Management, LLC Organization Name: E'O Management, LLC DBA: Position: Chief Executive Officer; Manager Start Date: 01/2017 End Date: Present Investment-Related: YES Is this a broker-dealer / IA / insurance / banking entity? NO Hours per Month: 30 Hours During Trading: <1 Description of Duties: Executive oversight of a single-family office providing administrative, operational, and infrastructure support to affiliated entities, including LinePoint Partners & Co.; serves as paymaster and provides shared personnel, office, and systems. Compensation: Salary; not transaction-based 2 - LinePoint Investments GP, LLC Organization Name: LinePoint Investments GP, LLC Position: Chief Executive Officer; Manager Start Date: 08/2024 End Date: Present Investment-Related: YES Entity Type: Investment Adviser (Relying Adviser) Hours per Month: 20 Trading Hours: <5 Duties: Executive oversight of a relying investment adviser operating under LinePoint Partners & Co.'s SEC registration; involved in management of affiliated private funds. Compensation: Indirect economic interest through affiliated entities; not transaction-based 3 - LinePoint Investments, L.P. Organization Name: LinePoint Investments, L.P. Position: Control Person (via GP) Start Date: 08/2024 End Date: Present Investment-Related: YES Entity Type: Private Fund Hours per Month: 10 Trading Hours: <5 Duties: Oversight of affiliated private pooled investment vehicle through GP; involvement in strategy and governance. Compensation: Indirect economic interest through affiliated entities; may include performance-based allocations, if applicable. 4 - BridgePort Financial Technology Organization Name: BridgePort Financial Technology Position: Board Member Start Date: 4/2025 End Date: Present Investment-Related: YES Hours per Month: 1 Trading Hours: 0 Duties: Serves as a member of the board of directors, providing strategic oversight and governance. Compensation: None 5 - Infinity RE Impact IV, LP Organization Name: Infinity RE Impact IV, LP Position: LP Advisory Committee Member Start Date: 06/2025 End Date: Present Investment-Related: YES Hours per Month: 1 Trading Hours: 0 Duties: Serves as a member of the Limited Partner Advisory Committee; role is non-discretionary and advisory in nature. Compensation: None 6 - Robert J. Coury Family-Mylan Foundation Organization Name: Robert J. Coury Family-Mylan Foundation Position: Treasurer; Board Member Start Date: 01/2015 End Date: Present Investment-Related: NO Hours per Month: 5 Trading Hours: 0 Duties: Governance and fiduciary oversight of charitable organization. Compensation: None 7 - USC Marshall School of Business - Board of Leaders Organization Name: USC Marshall School of Business - Board of Leaders Position: Member Start Date: 07/2022 End Date: Present Investment-Related: NO Hours per Month: 1 Trading Hours: 0 Duties: Advisory participation supporting academic initiatives. Compensation: None 8 - Family Trusts Organization Name: Various Family Trusts (Confidential) Position: Trustee / Trust Protector Start Date: 01/2017 End Date: Present Investment-Related: YES Hours per Month: 1 Trading Hours: <1 Duties: Fiduciary oversight of family trusts, including governance and coordination with advisers. Compensation: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-20 |
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