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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Linden Global Strategies LLC
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|---|---|
| CRD # | 159667 |
| SEC # | 801-72979 |
| CIK # | |
| AUM | $1.3 B (2025-02-28) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 212-542-5052 |
| Address | 712 Fifth Avenue New York, NY 10019-4108 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 153 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 268 | 1.3 |
| By Discretionary | ||
| Discretionary | 193 | 0.8 |
| Non-Discretionary | 75 | 0.5 |
| Total | 268 | 1.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1.1 | |
| Total | 268 | 1.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rossmore Private Capital LLC
✚
|
CT | 1.3 |
|
RVW Wealth LLC
✚
|
CA | 1.3 |
|
Strategic Family Wealth Counselors LLC
✚
|
NJ | 1.3 |
|
Evolution Wealth Advisors LLC
✚
|
FL | 1.3 |
|
Cutler Investment Counsel LLC
✚
|
OR | 1.3 |
|
Sovran Advisors LLC
✚
|
CA | 1.3 |
|
Royal Fund Management LLC
✚
|
FL | 1.3 |
|
Roosevelt Capital Management LLC
✚
|
TX | 1.3 |
|
Oak Ridge Investments LLC
✚
|
IL | 1.3 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.3 |