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⚲
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| Linden Thomas Advisory Services LLC
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| |
|---|---|
| CRD # | 288557 |
| SEC # | 801-110683 |
| CIK # | 0001965702 |
| AUM | $1.4 BB (2024-07-10) |
| Employees | 11 (36% Investors, 91% Brokers) |
| Phone | 704-554-8150 |
| Address | 516 North Tryon Street, Suite 200 Charlotte, NC 28202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 14.1 | |
| AAPL | 2,382,844.0 | 8.0 | |
| META | 434,852.0 | 7.6 | |
| MSFT | 1,918,222.4 | 7.5 | |
| LLY | 301,789.7 | 6.2 | |
| AVGO | 201,282.9 | 5.9 | |
| ADBE | 172,760.2 | 5.0 | |
| CRM | 170,602.7 | 4.7 | |
| ANET | 29,365.2 | 4.5 | |
| INTU | 108,963.5 | 4.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 54.8 |
| (b) Individuals (high net worth individuals) | 1,176 | 1,191.4 |
| (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 | 121 | 100.5 |
| (h) Charitable organizations | 0 | 2.9 |
| (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 | 18 | 20.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,532 | 1,369.6 |
| By Discretionary | ||
| Discretionary | 2,789 | 589.9 |
| Non-Discretionary | 3,743 | 779.7 |
| Total | 6,532 | 1,369.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,369.6 | |
| Total | 6,532 | 1,369.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965702] |
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