|
⚲
|
| Linden Thomas Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 288557 |
| SEC # | 801-110683 |
| CIK # | 0001965702 |
| AUM | $1.1 BB (2023-03-31) |
| Employees | 9 (56% Investors, 100% Brokers) |
| Phone | 704-554-8150 |
| Address | 516 North Tryon Street, Suite 200 Charlotte, NC 28202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MNST | 48,099.5 | 4.4 | |
| IT | 19,281.9 | 4.1 | |
| NVDA | 399,550.0 | 4.1 | |
| CHE | 7,012.5 | 4.0 | |
| CDNS | 41,396.9 | 3.8 | |
| ULTA | 19,996.6 | 3.8 | |
| AVGO | 201,282.9 | 3.8 | |
| LMT | 111,953.9 | 3.8 | |
| TSCO | 21,844.9 | 3.8 | |
| SMCI | 2,169.7 | 3.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 51.3 |
| (b) Individuals (high net worth individuals) | 550 | 1,124.8 |
| (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 | 99 | 128.6 |
| (h) Charitable organizations | 0 | 2.8 |
| (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 | 13 | 16.9 |
| (n) Other | 0 | 0.0 |
| Total | 5,666 | 1,324.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 5,666 | 1,324.5 |
| Total | 5,666 | 1,324.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,324.5 | |
| Total | 5,666 | 1,324.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001965702] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gateway Wealth Partners LLC
✚
|
WI | 1.2 |
|
BTR Capital Management Inc
✚
|
CA | 1.2 |
|
Meeder Advisory Services Inc
✚
|
OH | 1.2 |
|
Trinitypoint Wealth LLC
✚
|
CT | 1.1 |
|
Sunbelt Securities Inc
✚
|
TX | 1.1 |
|
1834 Investment Advisors Co
✚
|
WI | 1.1 |
|
Waddell & Associates LLC
✚
|
TN | 1.1 |
|
MT Asset Management LLC
✚
|
NJ | 1.1 |
|
Valley National Advisers Inc
✚
|
PA | 1.1 |
|
Cahaba Wealth Management Inc
✚
|
GA | 1.1 |