Linden Ash Capital
Firm details
- Headquarters
- ,
- CRD number
- 120147
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Linden Ash Capital operates as a sole proprietorship and is registered as an independent registered investment adviser that focuses on fee-based portfolio management for individuals and small businesses. The firm’s client base is made up of individuals and families; it charges a percentage-of-AUM advisory fee and reports that its advisory activity centers on discretionary portfolio management. Linden Ash is not positioned as a capital allocator and does not identify as an active ESG investor. Regulatory details in the source are limited; the adviser is not multi-state and is not described as newly formed. The firm uses external managers for alternative investments rather than operating an in-house fund platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds20%
- Cash & Cash Equivalents15%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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