Linde Equity Inc. (Vancouver)

Name: Linde Equity Inc.
Address: 330 1385 West 8 Th Ave., Vancouver, V6 H 3 V9
Telephone: 604-738-5600

Linde Equity Inc. is an adviser based in Vancouver. It manages $148.47 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2010.

Linde Equity provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Linde Equity: assets under management

The assets under management (AUM) of Linde Equity Inc. is $148.47 million. The firm's AUM has grown by 347% since the beginning of its operation, and $141.27 million of the total AUM is attributable to clients outside of the United States.

The firm manages $90.47 million in discretionary accounts and $58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.27 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $878.81 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Linde Equity Inc. for their services and products based on a percentage of assets under management and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Linde Equity serves?

The only and largest group of clients of Linde Equity is individuals with 133 clients and $130.99 million of assets under management. Among the 11 most similar advisory firms, Linde Equity has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $130.99 million for 133 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 98% of the firm’s clients are foreign persons or businesses.

Linde Equity doesn't advise any private funds.

Careers at Linde Equity Inc.

The company employs 3 people that are either part- or full-time employees. 33 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Teal Linde	Director / president & chief compliance officer	1 Oct 2000	50% - 75%	5784117

Based in Vancouver

The principal office where Linde Equity Inc. performs its advisory services is located at 330 1385 West 8 Th Ave., Vancouver, V6 H 3 V9, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 604-738-5600 or by fax 604-648-8260. The normal business hours are 7am-6pm pst on Monday - Friday. You can find more information about the New York firm at lindeequity.com/.