LIN CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$17.7M
Discretionary
$17.7M
100% of AUM
Avg account
$17.7M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
SEATTLE, Washington
CRD number
153301
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

LIN Capital Management, LLC is a privately held limited liability company operated by an individual owner that provides discretionary portfolio management. The firm reports an institutional client base while its stated advisory activity emphasizes portfolio management for individuals and small businesses. Its compensation model is a percentage-of-assets-under-management fee. LIN Capital does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • YUNG LIN

    Managing MemberCRD 5772353

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
4314 Bagley Ave N
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth