LINDEN ROSE INVESTMENT LLC

RIASEC Registered

Total AUM

$96.4M

Discretionary

$96.4M

100% of AUM

Avg account

$1M

Accounts

96

Employees

2

Advisory reps

2

Firm details

Headquarters: ,
CRD number: 282886
Website: www.lindenroseinvestment.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles36.1%
HNWI33.61%
Individuals30.29%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Linden Rose Investment LLC is organized as an LLC and operates as a hedge-fund-style investment adviser serving both individual/family clients and institutional investors. The firm provides portfolio management for individuals and small businesses and also manages pooled investment vehicles. Its fee model combines a percentage-of-assets-under-management charge with performance-based fees. Linden Rose does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

Binglin Li
Chief Investment OfficerCRD 6611796

Contacts

1 of 1

FENG PENG
Co-Founder and Managing PartnerCRD 6715892

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$476K in ETFs

Passive

100%

$476K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI SOUTH KOREA ETF (EWY)	BlackRock	Passive	Miscellaneous Region	$476K	3,866	100.00%

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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