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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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965702 |
| Sector | Form 13F Holdings | Value ($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 | |
| KLA Tencor Corp | 12.3 | |
| Microsoft Corp | 10.4 | |
| Lam Research Corp | 9.7 | |
| F5 Networks Inc | 9.7 | |
| Heico Corp | 9.3 | |
| Argan Inc | 9.2 | |
| Applied Materials Inc /DE | 8.9 | |
| Comfort Systems USA Inc | 8.9 | |
| Cisco Systems Inc | 8.8 | |
| Fortinet Inc | 8.2 | |
| Altria Group Inc | 8.1 | |
| Facebook Inc | 7.9 | |
| Lilly Eli & Co | 7.6 | |
| Cadence Design Systems Inc | 7.5 | |
| GE Vernova Inc | 6.9 | |
| Thermo Fisher Scientific Inc | 6.9 | |
| CrowdStrike Holdings Inc | 6.8 | |
| ResMed Inc | 6.6 | |
| Alexander & Baldwin Inc | 6.3 | |
| Visa Inc | 6.3 | Prev | Page 1 | Next |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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