LINDEN GLOBAL STRATEGIES LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.6B
Discretionary
$855M
53% of AUM
Avg account
$5.6M
Accounts
288
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
159667
Registered since
January 5, 2012
Website
lgsllc.com
Custodians
THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI96.6%
  • Charitable Organizations3.4%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Linden Global Strategies LLC is an independent registered investment adviser that acts as a capital allocator for a concentrated book of high-net-worth and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses and serves as a selector of other advisers, blending direct portfolio oversight with third-party manager relationships. Its investment profile emphasizes pooled public vehicles—primarily mutual funds—and selective use of external managers for alternative strategies such as hedge funds. Fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements, allowing flexibility for bespoke client mandates. The adviser is not positioned as an ESG-focused manager and does not identify as a multi-state adviser. Client coverage is deliberately small and customized: with a limited number of relationships and sizable average client balances, the firm appears to favor personalized portfolio construction and manager selection over mass-market product solutions.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, Exchange Traded Equities 21%, Private Funds 16%, State & Local Bonds 11%, Cash & Cash Equivalents 8%, US Government Bonds 4%40%
  • Public Funds/Mutual Funds40%
  • Exchange Traded Equities21%
  • Private Funds16%
  • State & Local Bonds11%
  • Cash & Cash Equivalents8%

Owners & executives

2 of 2
  • JOSEPHINE LINDEN

    Founder and CEOCRD 1176146

  • MICHAEL KANTER

    Chief Financial OfficerCRD 5041147

Contacts

1 of 1
  • PETER NOVAK

    PartnerCRD 5977707

Wealth teams

FINTRX

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth