Linden Rose Investment LLC
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
FINTRXOverview
Linden Rose Investment LLC is a privately owned LLC that operates as a hedge fund-style registered adviser serving both high-net-worth individuals/families and institutional clients. The firm provides portfolio management for individual and small-business accounts as well as for pooled investment vehicles, charging a combination of an asset-based fee and performance-based fees. Linden Rose indicates a clear preference for equity exposure through exchange-traded instruments but also manages a pooled hedge-fund vehicle alongside its separate accounts. It does not identify as an active ESG investor and is not designated as a multi-state adviser.
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
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$39.3M in ETFs
2%
$746K
0%
$38.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ROUNDHILL MEMORY ETF (DRAM) | $38.5M | 521,570 | 98.06% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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