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| Happy Holidays!! thanks for using AUM13F!! |
| Linden Thomas Advisory Services LLC
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| CRD # | 288557 |
| SEC # | 801-110683 |
| CIK # | 0001965702 |
| AUM | $1.6 B (2025-03-28) |
| Employees | 11 (36% Investors, 91% Brokers) |
| Phone | 704-554-8150 |
| Address | 516 North Tryon Street, Suite 200 Charlotte, NC 28202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 28.7 | ||
| Facebook Inc | 16.4 | ||
| Apple Inc | 15.7 | ||
| Microsoft Corp | 13.9 | ||
| Broadcom Inc | 10.5 | ||
| Palantir Technologies Inc | 9.1 | ||
| ResMed Inc | 8.4 | ||
| Heico Corp | 8.4 | ||
| Arista Networks Inc | 8.3 | ||
| Netflix Inc | 7.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 64.0 |
| (b) Individuals (high net worth individuals) | 1,233 | 1,407.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 109 | 140.6 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 18.8 |
| (n) Other | 0 | 0.0 |
| Total | 6,977 | 1,633.8 |
| By Discretionary | ||
| Discretionary | 3,634 | 885.9 |
| Non-Discretionary | 3,343 | 747.9 |
| Total | 6,977 | 1,633.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,633.8 | |
| Total | 6,977 | 1,633.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965702] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SLK Private Wealth Management LLC
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|
CA | 1.6 |
|
Kanawha Capital Management LLC
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VA | 1.6 |
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Cahaba Wealth Management Inc
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GA | 1.6 |
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Mosaic Family Wealth Partners LLC
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MO | 1.6 |
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Aveo Capital Partners LLC
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CO | 1.6 |
|
Althum Advisors LLC
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FL | 1.6 |
|
Tom Johnson Investment Management LLC
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OK | 1.6 |
|
GFI Investment Counsel Ltd
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|
1.6 | |
|
PFG Investments LLC
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|
NY | 1.6 |
|
Keebeck Partners LLC
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IL | 1.6 |