Linden Global Strategies LLC is a large advisory firm based in New York. It manages $604.82 million of regulatory assets for 141 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, Florida, Maryland, Massachusetts, and New York.
Linden Global Strategies provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Linden Global Strategies LLC is $604.82 million. The firm's AUM has gone down by -77% since the beginning of its operation, and $208.59 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Linden Global Strategies LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Linden Global Strategies is high net worth individuals with 108 clients and $554.69 million of assets under management. Among the 8 most similar advisory firms, Linden Global Strategies has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $554.69 million for 108 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 29% of the firm’s clients are foreign persons or businesses.
Linden Global Strategies doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Linden Global Strategies LLC performs its advisory services is located at 712 Fifth Avenue, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-542-5052 or by fax 212-542-5056. The normal business hours are 9:00a.m. - 5:00p.m. on Monday - Friday. You can find more information about the New York firm at lgsllc.com.