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| Linden Thomas Advisory Services LLC
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|---|---|
| CRD # | 288557 |
| SEC # | 801-110683 |
| CIK # | 0001965702 |
| AUM | $1.8 B (2026-05-27) |
| Employees | 14 (57% Investors, 71% Brokers) |
| Phone | 704-554-8150 |
| Address | 516 North Tryon Street Charlotte, NC 28202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 35.1 | ||
| Alphabet Inc | 21.3 | ||
| Broadcom Inc | 19.1 | ||
| Arista Networks Inc | 18.4 | ||
| Apple Inc | 18.4 | ||
| Advanced Micro Devices Inc | 15.2 | ||
| Astera Labs Inc | 13.3 | ||
| Palo Alto Networks Inc | 13.1 | ||
| Ichor Holdings Ltd | 12.9 | ||
| Corning Inc /NY | 12.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 836 | 720.4 |
| (b) Individuals (high net worth individuals) | 432 | 892.2 |
| (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 | 88 | 154.5 |
| (h) Charitable organizations | 5 | 3.9 |
| (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 | 5 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 7,111 | 1,771.5 |
| By Discretionary | ||
| Discretionary | 4,306 | 1,117.8 |
| Non-Discretionary | 2,805 | 653.7 |
| Total | 7,111 | 1,771.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 1,770.5 | |
| Total | 7,111 | 1,771.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965702] |
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|---|---|---|
|
Parkwoods Wealth Partners LLC
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|
MO | 1.8 |
|
TFC Financial Management Inc
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MA | 1.8 |
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Bitterroot Capital Advisors LLC
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Auxano Advisors LLC
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Mainline West Fund Manager LLC
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Ironwood Investment Counsel LLC
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AZ | 1.8 |