LINDEN GLOBAL STRATEGIES LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities21%
- Private Funds16%
- State & Local Bonds11%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2JOSEPHINE LINDEN
Founder and CEOCRD 1176146
MICHAEL KANTER
Chief Financial OfficerCRD 5041147
Contacts
1 of 1PETER NOVAK
PartnerCRD 5977707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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