Linden Ash Capital

RIAState Registered
Total AUM
$15.8M
Discretionary
$15.8M
100% of AUM
Avg account
$1.4M
Accounts
11
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 20%, Cash & Cash Equivalents 15%, State & Local Bonds 5%60%
  • Exchange Traded Equities60%
  • US Government Bonds20%
  • Cash & Cash Equivalents15%
  • State & Local Bonds5%

Owners & executives

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Contacts

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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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth